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Private Wealth Management Professional
3 weeks ago
We are seeking an experienced Wealth Advisory Specialist to join our Premier Private Client team. As a key player in this role, you will be responsible for managing relationships with affluent clients, providing them with expert financial guidance and tailored solutions to achieve their wealth management goals.
To succeed in this position, you will require a proven track record of sales performance in the wealth management industry, preferably with experience in managing high net worth clients. A recognised university degree and relevant industry certifications, such as CACS Paper 1 & 2 and HI, are also essential.
The ideal candidate will have:
- Sound knowledge of banking products and services, including investment options and treasury products
- Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues alike
- A proactive approach to identifying opportunities and developing strategic plans to drive sales performance and revenue growth
- A commitment to delivering exceptional customer service and exceeding client expectations
If you are a results-driven professional with a passion for wealth management and a talent for building strong relationships, we encourage you to apply for this exciting opportunity.
