Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.
Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
Demonstrate a genuine interest in customers, helping them achieve their financial goals.
Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements:
University-level education, preferably in finance, business, or a related field.
>6 years of experience in a client-facing environment within banking with strong relationship-building skills.
Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
A strong understanding of financial markets and a genuine interest in staying informed.
Independent mindset with the ability to perform effectively under pressure.
Relevant CMFAS certificates
To apply online please use the apply function (EA: 94C3609/ R21103354)
show more
Principal Responsibilities:
Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.
Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
Demonstrate a genuine interest in customers, helping them achieve their financial goals.
Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements:
University-level education, preferably in finance, business, or a related field.
>6 years of experience in a client-facing environment within banking with strong relationship-building skills.
Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
A strong understanding of financial markets and a genuine interest in staying informed.
Independent mindset with the ability to perform effectively under pressure.
Relevant CMFAS certificates
To apply online please use the apply function
...
(EA: 94C3609/ R21103354)
show more
skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree
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Key Responsibilities:Growing your client base through strategic business development and new client acquisition.Managing and strengthening relationships with your clients.Developing and implementing advanced strategies related to investments, tax, and estate planning.skills and experience required > 10 years of experience in private banking or wealth management, with a demonstrable track record of success.A deep understanding of investment products and fin
Key Responsibilities:Growing your client base through strategic business development and new client acquisition.Managing and strengthening relationships with your clients.Developing and implementing advanced strategies related to investments, tax, and estate planning.skills and experience required > 10 years of experience in private banking or wealth management, with a demonstrable track record of success.A deep understanding of investment products and fin
Principal Responsibilities:Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.Oversee the total wealth of clients, matching financial and investment product solutions to their needs.Demonstrate a genuine interest in customers, helping them achieve their financial goals.Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.Promote services to poten
Principal Responsibilities:Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.Oversee the total wealth of clients, matching financial and investment product solutions to their needs.Demonstrate a genuine interest in customers, helping them achieve their financial goals.Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.Promote services to poten
Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re
Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re
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