Specialization: BANKING OR FINANCIAL SERVICES
Job description:
inancing, wealth management and personalised advice. We also support small business clients with their business banking needs.
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
Apply Now
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