
Unlock Your Potential as a Wealth Manager
8 hours ago
This role is designed for individuals who possess exceptional interpersonal and communication skills, with a proven track record of sales experience in the banking or financial industries. If you are driven to deliver high-quality client experiences and consistently achieve outstanding results, we encourage you to explore this opportunity.
About the RoleAs a Treasures Relationship Manager, your primary focus will be on creating, growing, and strengthening the wealth of our high net-worth clients and their families. To achieve this goal, you will work closely with other specialists within your team to uncover and understand our clients' needs and deliver tailored solutions to meet their objectives.
Your Key Responsibilities:- Deliver customized financial analysis and advice to our sophisticated clients at different life stages.
- Collaborate with experienced product specialists and Bancassurance experts to provide expert guidance on bespoke solutions.
- Partner with administrative staff to offer seamless support for all client banking, borrowing, and investment needs.
To succeed in this role, you will require:
- A tertiary qualification and at least 3 years of sales experience in the banking or financial sectors.
- A strong understanding of equities, unit trusts, insurance, and other personal investment services.
- Excellent interpersonal and communication skills.
- Focused, disciplined, and high personal standards.
We offer a competitive salary package and a dynamic environment that supports your growth and recognizes your achievements.
Join Our NetworkApply now and take the first step towards a fulfilling career as a Treasures Relationship Manager.
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