This position is with a top foreign bank and falls under the priority banking segment.
You would be a suitable candidate if you are currently a Relationship Manager/Insurance specialist looking to move up to the next segment or if you are experienced in dealing with c-suite stakeholders.
The Priority Relationship Manager plays a key role in client relationship management, which involves client acquisition, providing personal financial advice, and ongoing servicing of affluent clients.
Advise affluent clients on their personal financial needs and objectives by analyzing their financial situation, recommend suitable in-house financial solutions, execute client instructions, and address queries, concerns, and issues regarding their existing banking and financial transactions.
about the manager/team You will be working alongside a supportive manager and a dynamic group of wealth specialists.
skills and experience required Minimally 2 years of sales experience in the relevant field is required. You should be a good communicator with strong analytical skills. CMFAS papers required.
To apply online please use the apply function (EA: 94C3609/ R21103354)
show more
This position is with a top foreign bank and falls under the priority banking segment.
You would be a suitable candidate if you are currently a Relationship Manager/Insurance specialist looking to move up to the next segment or if you are experienced in dealing with c-suite stakeholders.
The Priority Relationship Manager plays a key role in client relationship management, which involves client acquisition, providing personal financial advice, and ongoing servicing of affluent clients.
Advise affluent clients on their personal financial needs and objectives by analyzing their financial situation, recommend suitable in-house financial solutions, execute client instructions, and address queries, concerns, and issues regarding their existing banking and financial transactions.
about the manager/team You will be working alongside a supportive manager and a dynamic group of wealth specialists.
skills and experience required Minimally 2 years of sales experience in the relevant field is required. You should be a good communicator with strong analytical skills. CMFAS papers required.
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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