Responsibilities:
- Support Senior Relationship Managers (RMs) to maximize client relationship value, enhance engagement, and deliver needs-based solutions and fair outcomes for customers.
- Assist in proactive client management by accompanying RMs to client meetings as needed, and serve as the primary contact for daily account relationship maintenance, including onboarding investment accounts and providing asset advice.
- Collaborate with senior RMs, product specialists, and subject matter experts to develop tailored solutions that meet clients' specific needs.
- Prepare analyses, proposals, and presentations for potential customers.
- Ensure compliance with regulatory requirements
- Evaluate risk appropriately in business decisions, with careful consideration for the Bank’s reputation, and ensure compliance with laws, rules, and regulations, ethical conduct, and reporting of control issues.
Requirements:
Qualifications:
- Bachelor's or Master's degree from a locally recognized university.
- Minimum of 1 year of experience in wealth planning in the banking industry.
- Excellent communication and interpersonal skills.
- Resourceful, results-oriented, and sales-driven with strong business development acumen.
- Positive mindset with a "can-do" attitude, willing to go the extra mile to provide sound advice and effective services to clients.
- Demonstrates professionalism by being reliable, actively contributing in meetings, asking questions, and challenging ideas.
To apply online please use the apply function (EA: 94C3609/ R21103354)
