We are partnering with a well known bank for their wealth management services. You will cultivate and manage relationships with HNW clients, focusing on understanding their financial goals.
Responsibilities:
- Cultivate and manage relationships with High Net Worth (HNW) clients, understanding their financial goals and offering tailored wealth management solutions such as insurance, treasury and investment options.
- Regularly engage with clients to provide updates on their financial products and introduce new, suitable opportunities for protecting and growing their wealth.
- Ensure compliance with all internal regulations and controls, as well as external regulatory requirements set by authorities.
- Participate in networking and marketing activities to expand the client base while delivering exceptional customer service for a superior banking experience.
Requirements:
- Minimally 2 years of relevant experience in banking & financial advisory
- Possess strong knowledge of financial products
Company Reg No.: 201131609D, Licence No.: 24S2411, Reg No: R24124284
