
Dynamic Sales Professional Wanted
7 days ago
We are looking for driven individuals who thrive in a dynamic sales environment and possess excellent communication skills.
The Personal Wealth Executive role involves rendering financial advisory to mass-market customers, providing prudent investment solutions to meet their financial planning needs. You will be responsible for developing and deepening relationships with clients, ensuring proper advisory procedures and documentation while adhering to internal policies and regulatory requirements.
- Key responsibilities include:
- Providing expert financial advice on client wealth journeys
- Leveraging the bank's network to meet and achieve sales targets
- Rendition of financial advisory services to meet client needs and requirements
- A recognized university degree
- Results-oriented, dynamic, and self-driven individual
- Competent in engaging and managing internal and external clients
- Proven ability to achieve sales target
- Resourceful and able to work with minimal supervision
Wealth Management
Account Management
Sales
Investment Advisory
Financial Planning
Interpersonal Skills
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