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.
• Excellent communication, interpersonal and relationship building skills.
• Ability to learn new products and services quickly.
• Knowledge and experience in providing wealth solutions.
• Outstanding relationship management skills for affluent clients.
• Good understanding of wealth products.
• Market awareness and  commercial acumen.
• Thrives in an international environment.
• Maintains a high standard of personal conduct and lives our valued behaviours.