Job Title: Premier Wealth Manager
My client is looking for a reliable Premier Wealth Manager to join their growing team.
About the job
Responsibilites:
• Build a strong client relationship by providing them sound lending, and investment solutions, working closely with the various product specialists
• Be proactive in anticipating changes in both the client and their financial environment
• Maintain a high standard of service quality and be compliant with the necessary rules and regulations at all times
Requirements:
• Preferably 2 to 4 years’ relevant banking experience and an outstanding track record in sales and marketing of financial products
• A performance driven and customer centric Individual
• Good knowledge of various financial instruments
• Those with all the necessary CMFAS certifications will be considered favorably (M1B, M6, M6A, M5, M8, M8A, M9, M9A, HI)
Please note only shortlisted candidates will be notified.
