Job Summary

Develops and manages the relationship with selected bank partners at a global, regional or local level to promote the organization's propositions and to steer the business to deliver results. Ensures retention of existing portfolio, opportunities for growth and improvements of service delivery.

Job Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Minimum of 5 years of experience in wealth management or financial advisory roles
• Exceptional interpersonal and communication skills.
• Proven track record of building and maintaining client relationships.
• Excellent analytical and problem-solving skills.

Job Accountabilities - Key Accountabilities

• Build and maintain strong relationships
• Understand clients' financial goals and provide tailored solutions to meet their needs.
• Conduct regular reviews and updates of clients' financial plans.
• Monitor and manage clients' investment portfolios, ensuring alignment with their goals.
• Identify and pursue opportunities to acquire new high-net-worth clients
• Participate in networking events and build a referral network.