If you are looking to excel and make a difference, take a closer look at us…
We are seeking talents who have the passion and requisite wealth management licenses to cater to our Retail High Net Worth clients. Strong sales and wealth product knowledge, good interpersonal skills and professionalism are key for this role.
What’s in it for you:
Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking
Opportunity to fast track your career in Wealth Management
Your Roles & Responsibilities:
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
Work with Product Owner, Investment Consultant to offer proactive and personalized financial services to the affluent segment customer.
To support Centre Manager in promoting and developing market presence, this will ultimately deliver the individual jobholder's target and support overall target.
Who are we looking out for:
Candidate must possess at least a Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies.
Required Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM. IPPC will be an advantage
Passion for success and keen to work in a sales-driven environment.
Good track record and knowledge of wealth products i.e. Unit Trust, Bancassurance, Structured Products, Dual Currency Investments
Good inter-personal and communication skills
Priority Banking Relationship Manager (Nationwide) • Northern Trade Services Centre
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