The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services. They are expanding their team of wealth management experts and are in a pursuit for experienced relationship managers to join them.
about the job
- Relationship building with high net worth (HNW) clients
- Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
- Provide excellent customer service and banking experience
- Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
- Engage in networking and marketing campaigns to increase customer base
- Comply with all regulations and controls as set by the Bank and external regulatory authorities
skills and experience required
- Minimum 2 years of sales experience
- Effective communication skills
- Analytical and logical thinking
If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at [email protected] for a confidential discussion.
(EA: 94C3609/ R2199597)
