Financial Solutions Consultant
6 days ago
The successful candidate will be responsible for:
- Managing and deepening relationships with existing high net worth clients.
- Developing and implementing personalized financial solutions to meet the complex needs of high net worth individuals and families.
- Analyzing market trends, customer needs, and competitive offerings to create bespoke banking solutions.
- Serving as the primary point of contact for high net worth clients, providing exceptional service and support.
- Promoting and selling a range of wealth products and bancassurance solutions to existing and potential clients.
- Cross-selling other relevant products based on client needs.
Requirements
- Minimum 3 years of experience in wealth management or financial services.
- Strong interpersonal and communication skills.
- Proven track record in managing high net worth clients.
- Ability to analyze financial data and market trends.
- Relevant financial certifications or qualifications.
- Ability to work independently and as part of a team.
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