
Wealth Growth Expert
3 days ago
Deliver high-net-worth client growth and retention through asset acquisition, portfolio management, and relationship building.
Key Responsibilities:
- Drive client engagement and deepen relationships to maximize assets under management.
- Advise clients on investment strategies and financial portfolio management.
- Maintain a deep understanding of the high-net-worth client segment in the market.
Requirements:
- Proven experience in private banking or wealth management, with a strong track record of client success.
- Strong communication and interpersonal skills for effective client engagement.
- Able to thrive in a dynamic environment with multiple priorities.
Qualifications:
- 3-5 years of experience in wealth management or private banking.
- Strong understanding of financial markets, products, and services.
- Excellent analytical and problem-solving skills.
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