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Wealth Solutions Specialist
3 weeks ago
We're seeking a skilled Private Banker to fill this key position. This role plays a pivotal part in acquiring High Net Worth Individuals (HNI) and Ultra HNI clients, building lasting relationships with them.
About the Role
The successful candidate will be responsible for selling investment and insurance products, as well as other bank offerings, to private banking clients, generating fee income in the process.
Key Responsibilities:
- Attracting new high net worth clients.
- Working independently with an entrepreneurial mindset.
- Nurturing and managing end-to-end customer relationships for private customers, meeting their banking needs through wealth solutions such as Assets Under Management (AUM), Alternative Investment Funds (AIF), and Mutual Fund products.
Required Skills:
The ideal candidate should have a strong existing client base and a deep understanding of wealth management products.
If you possess the required experience and client base, we encourage you to apply for this exciting opportunity.
Eligibility Criteria:
The ideal candidate must be from the Banking & Financial domain who are currently working as Relationship Managers, Branch Managers, or Regional Heads with at least 10 years of experience.
