Specialist- Wealth & Bancassurance

The role of a Wealth Specialist is an important part of the overall Wealth & Bancassurance proposition within Business Banking. The role holder is responsible to engage with the Sales & Coverage teams to ensure deeper penetration of Wealth & Bancassurance products within the Business Banking customer base, by interacting with customers and generating new business opportunities for the bank. The customer’s needs must be maintained as the basis for all proposed solutions and the ideal candidate must have a proven track record in the Wealth Management industry in terms of customer profiling, lead generation and fulfilment.

Key Performance Metrics
This role is responsible for achieving the budgeted financials, while ensuring that all regulatory, compliance and legal requirements are met. The following is a breakdown of these responsibilit

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  Revenue
  Achieve the set monthly budgets from ne...