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Wealth and Retail Banking Specialist
1 week ago
We are seeking a Wealth and Retail Banking Specialist to join our team. As a specialist, you will play a key role in managing and developing relationships with high-value clients to drive business growth and meet the bank's strategic objectives.
About Our ValuesWe value diversity and inclusion, and we believe that our unique culture and values set us apart from other banks. We are committed to creating a workplace where everyone feels valued and respected.
Job DescriptionKey Responsibilities:
- Develop and implement strategies to manage and grow relationships with high-value clients.
- Provide exceptional client service and build strong relationships with clients.
- Cross-sell wealth management products and services to customers.
- Work closely with colleagues to achieve business performance measures.
Minimum Requirements:
- Five years of proven and progressive wealth sales experience or equivalent.
- Strong understanding of financial planning fundamentals.
- Excellent communication and interpersonal skills.
- Ability to build strong relationships with clients.
- Proven track record in sales and customer service.
Benefits:
- Competitive salary and benefits package.
- Time-off including annual leave, parental/maternity leave, and sabbatical leave.
- Flexible working options based around home and office locations.
- Proactive wellbeing support through Unmind and Employee Assistance Programme.
- Continuous learning culture to support your growth.