Portfolio Development Specialist
5 days ago
As a Senior Financial Advisor, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You will provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.
About Standard Chartered
We're an international bank that's committed to making a positive difference for our clients, communities, and each other. We have a diverse workforce and welcome applications from people of all backgrounds.
Responsibilities:
- Managing key relationships with existing and potential customers and providing sound advice in the effective management of their finances in view of portfolio expansion.
- Acquiring and deepening relationships with New to Bank Priority Bank Clients to identify business opportunities related to own core business products or refer to supporting channels.
- Marketing and promoting a wide range of banking products and services, i.e. unit trusts, bancassurance, and other retail banking products to potential clients with a starting Asset under Management (AUM) of > 250k and above.
Requirements:
- Possessing a passion for growing your career in banking wealth sales.
- Experience in the Financial Services industry, such as a personal banker and/or personal financial consultant would be an added advantage.
- Candidates with any sales experience are encouraged to apply.
- Dynamic, result-driven, and self-motivated.
- Strong interpersonal and communication skills.
- Relevant certification (FIMM & Bancassurance license).
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