We are currently partnering with one of the leading private banks globally, providing tailored solutions to clients looking for personalized financial services, investment opportunities, and wealth protection strategies
Responsibilities:
- Provide tailored investment advice, monitor client portfolios, and ensure client satisfaction.
- Develop wealth management solutions and grow client relationships through networking.
- Support business growth by implementing marketing strategies and embracing new initiatives.
- Ensure compliance with policies and regulations while upholding integrity and disciplined practices.
Requirements:
- Minimally 5 years of working experience within private banks
- Demonstrated success in managing client portfolios and acquiring new relationships.
- Deep understanding of global financial markets and current affairs.
Company Reg No.: 201131609D, Licence No.: 24S2411, Reg No: R24124284
