Priority Banking
2 weeks ago
about the company
This position is with a top global reputable bank and falls under the Offshore Segment.
about the job
The Offshore Priority Relationship Manager plays a key role in client relationship management, which involves client acquisition, providing personal wealth advisory, and ongoing servicing of affluent High Net Worth clients.
Advise clients on their personal financial objectives by analysing their financial situation, recommend suitable in-house financial solutions, execute client instructions, address queries regarding their existing banking and financial transactions.
about the manager/team
You will be working alongside a supportive manager and a dynamic and experienced group of wealth & product specialists.
skills and experience required
Minimally 3 years of sales experience in the relevant field is required. You should be a good communicator with strong analytical skills. CMFAS papers required. Preferably prior experience as an Offshore Relationship Manager.
Tell employers what skills you have
Wealth Management
Excellent Communication Skills
Interpersonal Skills
Investments
Wealth
Financial Transactions
Risk Management
Selling
Capital Markets
Banking
Capital
Team Player
Diplomacy
Customer Service
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