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Portfolio Management: Acquire and manage a portfolio of clients with an AUM ranging from 100k to 3 million
Wealth Advisory: Act as a trusted advisor by analyzing clients' financial goals and matching them with tailored investment strategies to expand their portfolios
Product Promotion: Market a comprehensive suite of retail banking solutions, including unit trusts, bancassurance, treasury products, credit cards, and deposits
Relationship Building: Cultivate strong, long-term relationships with both new and existing clients, proactively identifying cross-selling opportunities to mutually benefit the client and the institution
Requirements:
Prior experience in the Financial Services sector is highly advantageous, particularly in a Personal Banker or Wealth Management role
Open to all sales backgrounds: Ambitious professionals with a experienced in general sales are strongly encouraged to apply
Exceptional communication and interpersonal skills with a natural ability to build rapport
A high degree of integrity, professionalism, and dedication to client service
Flexible and highly self-motivated to achieve targets