
Premier Wealth Manager
7 days ago
**JOB DETAILS**
**Job Type**
- Permanent
**Position Level**
- Senior Executive
**Qualification**
- Degree
**Discipline**
- Banking
**Specialization**
- Wealth Management
**Sector**
- Group Community Financial Services
**Experience**
- 2 - 4 years
**Salary**
- Undisclosed
**JOB DESCRIPTION**
- You will plan and help manage clients' assets based on a thorough understanding of their needs and requirements.
**JOB RESPONSIBILITIES**
- Build a strong client relationship by providing them sound lending, and investment solutions, working closely with the various product specialists - Be proactive in anticipating changes in both the client and their financial environment - Maintain a high standard of service quality and be compliant with the necessary rules and regulations at all times
**JOB SKILLS**
**1)**Wealth-Management
**2)**Sales
**3)**Communication
**JOB REQUIREMENTS**
- Preferably 2 to 4 years’ relevant banking experience and an outstanding track record in sales and marketing of financial products - A performance driven and customer centric Individual - Good knowledge of various financial instruments - Those with all the necessary CMFAS certifications will be considered favourably
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