As an Affluent Relationship Manager, you will play a pivotal role in managing and growing our high-value customer base. You will be 

responsible for: 

• Acquiring and retaining a portfolio of priority clients. 

• Cross-selling wealth management products and services to customers. 

• Providing exceptional customer service and building strong relationships with clients. 

• Contributing to the overall success of the branch by achieving business performance measures. 

Role Requirements: 

• Minimum of Five (5) years of proven and progressive wealth sales experience or equivalent. 

• Strong understanding of financial planning fundamentals 

• Excellent communication and interpersonal skills 

• Ability to build strong relationships with clients. 

• Proven track record in sales and customer service 

• Passion for delivering exceptional customer experiences. 

• Must possess the required licenses ie. PCE, CEILI, FIMM, TBE & IPPC 

We Offer: 

• Cross-border experiences 

• Flexible and hybrid working practices. 

• Benefits and Resources 

• Talent Developmen