
Relationship Expert
1 week ago
Job Title: Relationship Expert
About the RoleWe are seeking an experienced professional to fill a key position in our organization.
- Deliver expert financial guidance on a range of products and services, including investment, wealth management, and other financial solutions.
- Acquire high-value customers and deepen existing relationships.
- Bulletproof strong, long-term connections with clients.
- Stay informed of market trends, industry developments, and competitor offerings to ensure clients receive the best possible advice and financial products.
- Guarantee compliance with all rules set by regulatory authorities and adhere to Anti-Money Laundering regulations.
To be successful in this role, you will need:
- A minimum of 3 years of experience within Premier Banking (candidates with less experience will be considered for the junior position).
- CMFAS certifications.
- Self-motivated, with strong sales drive and energy.
- A proven track record in sales.
The following skills are essential for success in this role:
- Wealth Management.
- Sales.
- Referrals.
- Investment Strategies.
- Financial Planning.
- Customer Relationships.
- Relationship Management.
- Financial Analysis.
- Banking.
- Compliance.
- Financial Advisory.
- Team Player.
- Financial Services.
We offer a dynamic and supportive work environment that allows you to grow and develop your career.
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