Branch Banking Sales

CMFAS certificates will be paid for

• Supportive environment with mentoring and training provided.
• This is a sales position within a bank - 5.5 days (branch hours)

Join a leading global banking institution with an extensive international footprint. We are seeking driven individuals to join our branch-based wealth management team. This role offers a supportive environment with dedicated mentoring and a clear focus on professional development.

Key Responsibilities

• Portfolio Management: Proactively engage, prospect, and manage a diverse portfolio of clients, focusing on insurance and investment solutions.

• Client Servicing: Deliver exceptional service standards while optimizing and growing client portfolios.

• Business Development: Build and maintain long-term relationships through a client-centric approach.

Requirements & Skills

• Background: Prior experience in banking sales or the financial services industry.

• Education: A Degree in Finance is preferred.

• Attributes: Self-motivated with a genuine passion for people and relationship building.

• Commitment: Ability to work a 5.5-day work week (standard branch hours).

To apply online please use the apply function.
(EA: 94C3609/ R21103354)