Drive Your Career Forward in Personal Banking
1 week ago
We are seeking a motivated and results-driven individual to join our team as a Personal Wealth Executive. This role offers a unique opportunity to develop and deepen relationships with clients, providing expert financial advice and investment solutions tailored to their needs.
About the Role:
In this challenging and rewarding position, you will be responsible for rendering financial advisory services to our mass-market customers, achieving individual sales targets while ensuring accurate and timely completion of the sales and compliance process.
Key Responsibilities:
- Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of our clients
- Develop and deepen relationships with assigned clients
- Ensure proper advisory procedures and documentation while adhering to internal policies, business processes, and regulatory requirements
What We're Looking For:
A recognised university degree and excellent communication skills are essential for this role. You should be dynamic, self-driven, and able to work with minimal supervision. Additionally, proven ability to achieve sales targets is highly desirable.
Why Join Us?
We offer a structured training program to support your career growth and development. As a Personal Wealth Executive, you will have the opportunity to leverage our
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