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Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients. Oversee the total wealth of clients, matching financial and investment product solutions to their needs. Demonstrate a genuine interest in customers, helping them achieve their financial goals. Collaborate with Product Specialists to provide advanced technical support and address multiple client needs. Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Job Responsibility
Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients
Oversee the total wealth of clients, matching financial and investment product solutions to their needs
Demonstrate a genuine interest in customers, helping them achieve their financial goals
Collaborate with Product Specialists to provide advanced technical support and address multiple client needs
Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements
University-level education, preferably in finance, business, or a related field
>6 years of experience in a client-facing environment within banking with strong relationship-building skills
Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills
A strong understanding of financial markets and a genuine interest in staying informed
Independent mindset with the ability to perform effectively under pressure