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.
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.
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 companyOur Client is a renowned Private Bank with global presence. about the jobReview and enhance existing KYC profiles to meet enhanced regulatory and internal policy requirementsCorroborate Source of Wealth documentation and liaise/advise Front OfficeReview client transactions for alignment with risk profiles and flag suspicious activitiesAddress true matches for sanctions and other AML/CFT risks from screeningEnsure timely and high-quality co
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