- This position is with a top foreign bank and falls under the priority banking segment.
- You would be a suitable candidate if you are currently a Relationship Manager/Insurance specialist looking to move up to the next segment or if you are experienced in dealing with c-suite stakeholders.
- The Priority Relationship Manager plays a key role in client relationship management, which involves client acquisition, providing personal financial advice, and ongoing servicing of affluent clients.
- Advise affluent clients on their personal financial needs and objectives by analyzing their financial situation, recommend suitable in-house financial solutions, execute client instructions, and address queries, concerns, and issues regarding their existing banking and financial transactions.
about the manager/team
You will be working alongside a supportive manager and a dynamic group of wealth specialists.
skills and experience required
Minimally 2 years of sales experience in the relevant field is required. You should be a good communicator with strong analytical skills. CMFAS papers required.
To apply online please use the apply function
(EA: 94C3609/ R21103354)
