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Wealth Management Expert
2 weeks ago
Role Summary
">We are seeking a highly skilled Wealth Management Expert to join our team. As a key member of our Wealth and Retail Banking division, you will play a crucial role in managing and developing relationships with high-profile clients to drive business growth and meet our strategic objectives.
">About Our Services
">We offer a wide range of banking services, including deposits, payments, financing, wealth management, and personalized advice. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank.
">Key Responsibilities:
">- Manage key relationships with existing and potential customers, providing sound advice on effective finance management for portfolio expansion.
">- Acquire and deepen relationships with New to Bank Priority Bank Clients to identify business opportunities related to our core business products or refer to supporting channels.
">- Promote our services to potential clients with a starting Asset under Management (AUM) of >250k and above.
">Requirements:
">- Passionate about growing your career in banking wealth sales.
">- Experience in the Financial Services industry, such as a personal banker or financial consultant, is an added advantage.
">- Dynamic, result-driven, and self-motivated individuals encouraged to apply.
">- Strong interpersonal and communication skills.
">- Relevant certification (FIMM & Bancassurance license).
">What We Offer:
">- Cross-border experiences.
">- Flexible and hybrid working practices.
">- Benefits and Resources.
">- Talent Development.
">We're an international bank with a commitment to making a positive difference for our clients, communities, and each other. If you're looking for a career with purpose and want to work for a bank that values diversity, we want to hear from you. You can count on us to celebrate your unique talents and help you reach your full potential.
">We value difference and advocate inclusion. When you work with us, you'll see how we embody our valued behaviours: doing the right thing, never settling, and being better together. These principles guide our actions and decisions, ensuring we provide exceptional service to our clients while driving growth and innovation within our organization.
