Hiring For a Leading Private Bank into working Capital Sales Role
2 weeks ago
Role & responsibilities
Build and maintain strong relationships with high net worth clients through regular communication and meetings
Understand clients' financial goals and risk appetite and provide them with customized investment solutions
Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products
Meet and exceed sales targets by acquiring new clients and increasing business from existing clients
Keep up-to-date with market trends and changes in investment products and services
Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience.
Preferred candidate profile
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