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6 hours ago
Responsibilities Conduct professional, consultative financial analyses and profiling sessions with customers to identify and fulfill their financial needs and objectives; source and engage prospects through targeted outreach and sales activities. Build and deepen client relationships by delivering regular market updates and trend analyses on local and international financial products; organize and deliver sales presentations to groups and organizations; participate in marketing and promotional activities to support customer acquisition. Plan and execute monthly roadmaps with the PB team/branch management to achieve or exceed sales targets, focusing on new business and client acquisition; provide quality, efficient after-sales service and manage client retention and anti-attrition efforts; solicit referrals from various internal channels. Ensure compliance with all applicable anti-money-laundering procedures and regulatory controls; maintain adherence to internal policies and external regulatory requirements; collaborate with product managers and other stakeholders as needed. Qualifications Minimum Diploma and above RNF & CFMAS Certificates Technical knowledge and expertise in consumer banking products (e.g., Treasury, Equities, Funds, Insurance, etc.) Account management experience (preferably with high-net-worth individuals) #J-18808-Ljbffr
