The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.
Job Description
- 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
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
EA Licence No: 11C5502 | EAP Registration No: R2199597
