Private Banking Solutions Consultant
5 days ago
Job Description
We are seeking a skilled private banking solutions consultant to join our team. In this role, you will be responsible for developing and executing a strategic plan to acquire new client relationships and broaden existing ones.
Key Responsibilities:
- Providing expert advice on financial services products and services to HNW clients in the region.
- Developing and implementing tailored financial plans to meet clients' needs.
- Maintaining accurate and up-to-date client records.
- Collaborating with cross-functional teams to ensure seamless delivery of services.
- Continuously monitoring market trends and competitor activity to identify opportunities for growth.
Requirements:
- Minimum 5 years' experience in banking, with at least 2 years in relationship management and sales of financial/investment products.
- Proven track record of building relationships and closing business.
- Strong understanding of financial markets, investment instruments, and investment management.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a fast-paced environment.
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