
Product Wealth Expert
17 hours ago
We are seeking a skilled professional to empower our Relationship Managers with knowledge, tools, and certifications.
The ideal candidate will deliver comprehensive training sessions on wealth management products and services tailored for High Net-Worth Individuals and institutional clients.
Main responsibilities include product training, onboarding, performance enablement, certification preparation, sales enablement, continuous development, and performance tracking.
Candidates should possess experience in wealth management, financial products, or similar domains, along with strong communication and interpersonal skills.
Familiarity with certification requirements and compliance standards within the wealth management industry is highly desirable.
Key qualifications:
- Proven experience in wealth management or related fields
- Strong communication and interpersonal skills
- Familiarity with certification requirements and compliance standards
Benefits of this role:
- Opportunity to develop comprehensive training programs
- Chance to work with a dynamic team
- Professional growth and development
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