Senior Wealth Relationship Consultant
2 months ago
Professional Wealth Advisory Services - Become an integral part of a top-tier wealth solutions team within the industry, supported by a regional wealth panel. You will consistently collaborate with our wealth specialists, keeping abreast of global economic trends, to provide expert advice and tailored financial solutions to our Premier Banking clientele, while striving to meet your revenue objectives.
Advocacy for Premier Banking and Customer Acquisition - Actively participate in events and sales initiatives aligned with the Premier Banking business strategy. By engaging with customers and prospects, you will serve as the bank's ambassador, sharing the advantages of our services and inviting them to join our Premier Banking community.
Customer Engagement and Service Excellence - Proactively connect with Premier Banking customers to foster strong relationships, aiming to enhance customer satisfaction and improve engagement scores consistently.
Regulatory Compliance - Diligently adhere to all documentation and procedural requirements to ensure compliance. You will be responsible for timely submission of both statutory and regulatory reports, ensuring zero defects in account openings, sales transactions, loan submissions, and other related processes.
Qualifications- Minimum Diploma qualification
- At least 2 years of sales or service experience in the Financial or Service sectors (e.g., Airlines, Telecommunications, Hospitality, Tourism)
- Strong comprehension of both financial and non-financial markets, coupled with exceptional communication and interpersonal skills.
- Proficient social networking abilities.
- Outstanding interpersonal skills.
- Possession of personal transport and willingness to travel.
- Preferably multilingual.
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