relationship manager (wealth).

Key Responsibilities:

• 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.
  
  

Qualifications:

• 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.