The Opportunity - This is an exciting opportunity to work for one of the leading banks.
- It is an opportunity for a Wealth Advisory Manager to join their team
The Job The candidate will be responsible for managing, acquisition and growing a portfolio of Retail Banking clients by providing tailored financial solutions, building strong customer relationships, identifying sales opportunities across banking products and delivering excellent customer service.
- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- Build and strengthen customer relationships by regularly sharing market updates, insights, and analyses of local and international financial products.
- Identify, engage, and follow up with individual prospects to generate new business opportunities.
- To ensure compliance with all regulations and controls as set ...