Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.
Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
Demonstrate a genuine interest in customers, helping them achieve their financial goals.
Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements:
University-level education, preferably in finance, business, or a related field.
>6 years of experience in a client-facing environment within banking with strong relationship-building skills.
Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
A strong understanding of financial markets and a genuine interest in staying informed.
A mature, independent mindset with the ability to perform effectively under pressure.
Relevant CMFAS certificates
To apply online please use the apply function (EA: 94C3609/ R21103354)
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Principal Responsibilities:
Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.
Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
Demonstrate a genuine interest in customers, helping them achieve their financial goals.
Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements:
University-level education, preferably in finance, business, or a related field.
>6 years of experience in a client-facing environment within banking with strong relationship-building skills.
Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
A strong understanding of financial markets and a genuine interest in staying informed.
A mature, independent mindset with the ability to perform effectively under pressure.
Relevant CMFAS certificates
To apply online please use the apply function
...
(EA: 94C3609/ R21103354)
show more
skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree
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about the jobLeadership and Coaching: Mentor and guide Relationship Managers to enhance their sales capabilities, deepen product knowledge, and strengthen client management expertise.Business Development and Growth: Lead initiatives in client acquisition and business expansion to grow the bank’s Priority Banking and wealth management portfolios.Performance Management: Deliver regular updates to senior management on team productivity, client satisfaction me
about the jobLeadership and Coaching: Mentor and guide Relationship Managers to enhance their sales capabilities, deepen product knowledge, and strengthen client management expertise.Business Development and Growth: Lead initiatives in client acquisition and business expansion to grow the bank’s Priority Banking and wealth management portfolios.Performance Management: Deliver regular updates to senior management on team productivity, client satisfaction me
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