Senior Wealth Relationship Manager

Responsibilities

• Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits and other retail banking products to potential clients.
• Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
• Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities.
• Proactively cross-sell other banking products and services.

• Experience in the Financial Services industry, preferably experience as a personal banker.
• Candidates with any sales experience are encouraged to apply.
• A high degree of integrity and professionalism, and strong customer relationship management skill. ...