Wealth Manager (HNWIs)

about the company

Our client is a leading international banking group focused on emerging markets, prioritizing sustainable growth.

about the job

• Conduct professional, consultative financial analysis and profiling sessions with customers to identify and meet their unique financial needs and objectives.

• Foster and deepen customer relationships by providing regular market updates and trend analysis on both local and international financial products.

• In consultation with team leaders and branch management, develop monthly plans to achieve and exceed sales targets, business growth, and customer acquisition goals.

• Proactively participate in marketing and promotional activities to acquire new clients and source individual prospects through various channels.

• Provide high-quality, efficient after-sales service and manage client retention strategies to minimize attrition.

• Organize and conduct professional sales presentations for groups, clubs, associations, and corporate organizations.

skills and experience required

• A degree or diploma in a relevant field such as Business, Banking, Finance, or Accounting, or equivalent practical experience.

• Demonstrated experience within the Banking or Financial Services sector, showing a strong understanding of industry standards and products.

• Good track record in sales/current portfolio of clients.

To apply online please use the apply function.

(EA: 94C3609/ R24124496)