Key skills
Communication
About this role
Role Overview
- Acquire and nurture relationships with a group of high networth customers with the objective of strengthening customer relationship and generating revenue
- Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
- Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
- Proactively cross-sell other banking products and services
- Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience
- Proactively identify business opportunities to drive performance in line with overall business strategy
Requirements
- Experience in the Financial Services industry, servicing high networth clientele
- A high degree of integrity and professionalism, and strong customer relationship management skill
- Strong communication and interpersonal skills
- Dynamic, result driven and self motivated
Benefits
- Equal opportunity employer
- Accommodations available for recruitment process