Wealth Management Professional
hace 2 días
This role is responsible for developing and implementing sales strategies to meet revenue targets and grow the client base. The ideal candidate will have a strong background in finance and investments, with excellent relationship-building skills and a proven track record of meeting sales targets.
The successful candidate will manage a portfolio of high net worth clients, providing personalized service and building strong relationships. They will also collaborate with cross-functional teams to provide comprehensive solutions to clients.
Responsibilities:
- Manage a portfolio of high net worth clients, providing personalized service and building strong relationships.
- Develop and implement sales strategies to meet revenue targets and grow the client base.
- Collaborate with cross-functional teams to provide comprehensive solutions to clients.
- Stay up-to-date on market trends and industry developments to ensure expertise and advice are always current.
Requirements:
- Bachelor's Degree in Economics, Administration, Engineering, Finance or related field.
- 15 years of experience in the Financial System, preferably in Private Banking, Investments, or related units.
- Advanced knowledge of banking products, including deposits and loans.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
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