Senior/ Client Advisor, Private Bank
More info
Job type
full time
Experience
senior
Job description
Forging new partnerships by attracting High-Net-Worth clients. Cultivating enduring relationships that transcend transactions. Strategising alongside Investment Counsellors to unlock unparalleled portfolio growth. Reinventing wealth management solutions that truly resonates with discerning clients. Job Requirements Bachelor’s degree & 5 - 10 years’ private banking/ wealth management experience. Proven sales leadership and a robust client referral network. Essential certifications: CACS 1 and CA…
Required skills
.NETWealth ManagementLeadership
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