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)
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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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about the jobGrowing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment for International Market. about the manager/teamWorking alongside a competent team, you will have to opportunity to grow in the banking space. skills and experience requiredA degree is minimally required with > 4years of experience in the Banking & Finance Industry. Importantly, you should come with
about the jobGrowing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment for International Market. about the manager/teamWorking alongside a competent team, you will have to opportunity to grow in the banking space. skills and experience requiredA degree is minimally required with > 4years of experience in the Banking & Finance Industry. Importantly, you should come with
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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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We are seeking a Director ranking candidate with an existing client base - UK or AU market. You will work closely with clients to develop comprehensive financial plans and strategies. Key Responsibilities:Develop and implement personalized financial plans for a diverse client portfolio.Manage and deepen relationships with existing clients.Drive business development to grow your client base. skills and experience required>10 years of experience with a prove
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