Wealth Relationship Manager

Key Responsibilities:

• Provide outstanding client experiences.
• Organised, follow-up leads, complete and record appointments, close customer requests
• Support our clients to meet their financial needs, as they progress through their career and life-stages.
• Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
• Keep abreast of market trends, new product offerings and the latest campaigns.

Skills and Experience:

• Banking knowledge and sales experience.
• Experience of Wealth AUM of at least 100 Cr.
• Excellent communication, interpersonal and relationship building skills.
• Ability to learn new products and services quickly.
• Market awareness and benchmarking.
• Management information.
• Work in a flexible and agile way.
• Courageous, creative, responsive, and trustworthy.
• Thrives in an international environment.
• Enjoys being in a team, engaging with co-workers.
• Motivated self-starter, identifying opportunities.
• Maintains a high standard of personal conduct and lives our valued behaviours.