Client Relationship Specialist
1 week ago
We are looking for an experienced Client Relationship Specialist to join our team. As a Client Relationship Specialist, you will be responsible for building and maintaining strong, long-term relationships with clients.
Key Responsibilities:
Provide expert financial advice on a variety of products and services, including investment and wealth management.
Maximize new business opportunities and deepen existing customer relationships
Build and maintain strong, long-term relationships with clients
To actively acquire and grow Assets Under Management (AUM) to elevate your earning potential.
Stay informed of market trends and industry developments to ensure clients receive the best possible advice.
Ensure compliance with all rules set by regulatory authorities and comply with Anti-Money Laundering (AML) regulations.
Requirements:
Min 2 years of experience within Premier Banking
CMFAS certifications
Self-motivated, with strong sales drive and energy
Proven track record in sales or demonstrated ability to achieve strong sales performance.
Pleasant disposition with excellent interpersonal and communication skills and customer service orientation.
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