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relationship manager, priority & priority private banking

$ 5,000 - $ 10,000 / month

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job detailsPrincipal Responsibilities: ...
  • Develop and manage a Premier customer base, building long-term relationships with an assigned portfolio of clients.
  • Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
  • Demonstrate a genuine interest in customers, helping them achieve their financial goals.
  • Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
  • Promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements:
  • University-level education, preferably in finance, business, or a related field.
  • >4 years of experience in a client-facing environment within banking with strong relationship-building skills.
  • Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
  • A strong understanding of financial markets and a genuine interest in staying informed.
  • A mature, independent mindset with the ability to perform effectively under pressure.
  • Relevant CMFAS cartificates
To apply online please use the apply function
(EA: 94C3609/ R21103354)
job detailsPrincipal Responsibilities: ...
  • Develop and manage a Premier customer base, building long-term relationships with an assigned portfolio of clients.
  • Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
  • Demonstrate a genuine interest in customers, helping them achieve their financial goals.
  • Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
  • Promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements:
  • University-level education, preferably in finance, business, or a related field.
  • >4 years of experience in a client-facing environment within banking with strong relationship-building skills.
  • Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
  • A strong understanding of financial markets and a genuine interest in staying informed.
  • A mature, independent mindset with the ability to perform effectively under pressure.
  • Relevant CMFAS cartificates
To apply online please use the apply function
(EA: 94C3609/ R21103354)