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Priority Clients Acquisition Specialist
3 weeks ago
About the Role:
This is an exciting opportunity to join our Priority Clients segment as an Associate Relationship Manager. We're looking for an experienced professional who can maximize new business acquisition and referral opportunities while deepening existing customer relationships.
Key Responsibilities:
- Conduct professional financial analysis and profiling sessions with customers to meet their financial needs and objectives.
- Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- Participate in marketing and promotional activities for customer acquisition, source and call on individual prospects, manage anti-attrition and retention of clients, and organize and conduct sales presentations to groups, clubs, associations, companies, and other organizations.
Requirements:
- RNF & CMFAS Certificates.
- At least 2 years of relationship management and retail banking experience.
- Client acquisition experience, account management skills (of HNW individuals), and technical knowledge and expertise in consumer banking products (Treasury, Equities, Funds, Insurance, etc.).
What We Offer:
- Competitive salary and benefits package.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders, and all sorts of self-help toolkits.
Affirmations:
- We believe in being better together, valuing difference, and advocating inclusion.
- We strive to continuously improve and innovate, keeping things simple and learning from doing well, and not so well.