Priority Client Services Executive
3 days ago
We are looking for a Priority Client Services Executive to join our team. As an executive, you will be responsible for managing and developing relationships with high-value clients to drive business growth and meet the bank's strategic objectives.
About Our MissionWe are committed to making a positive difference in the lives of our clients and communities. We believe that our unique culture and values set us apart from other banks, and we are dedicated 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.
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