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Affluent Banking Relationship Manager
2 weeks ago
As a seasoned Client Advisor, you will play a pivotal role in acquiring and prospecting new customers for the Premier Banking - Private Client segment. Your primary objective is to develop and strengthen relationships with affluent individuals, ensuring they receive exceptional service and tailored financial solutions that meet their unique needs.
The ideal candidate will possess 5+ years of wealth management sales experience, preferably in managing high net worth individuals. A recognised university degree and relevant industry certifications, such as CACS Paper 1 & 2 and HI, are essential. Additionally, you should have a sound understanding of banking products and services, including investment options like unit trusts, bancassurance, and treasury products.
Key responsibilities include:
- Actively engaging with new and existing clients to understand their financial goals and objectives
- Providing expert financial analysis and recommendations to ensure optimal wealth management strategies
- Developing and maintaining strong relationships with cross-functional teams to deliver seamless client experiences
- Maintaining up-to-date knowledge of market trends and competitor activity
This role requires a highly motivated individual with excellent interpersonal and communication skills. You should be comfortable working independently and as part of a team, with a strong focus on driving sales performance and revenue growth.
