Wealth Manager

To provide Wealth and Investment Clients with comprehensive product agnostic relationship management and optimal service along with sound advice regarding their long-term wealth estate and offshore planning. The service offering further includes advice and structuring of lending Trust and banking discussions in addition to their Investment Wealth.

Qualifications :

Education:

• Post Graduate Diploma in Business Commerce or similar studies

Experience Required

1. 3-4 years experience in Personal and Private Banking within Wealth and Investments
2. 3-4 years experience in a retail environment which will provide the skills for client needs relationships and the offerings from which to build on in wealth.
3. 5-7 years relevant experience with specialist and technical knowledge in the financial services industry preferably with relationship management experience in Wealth Private Clients Business Banking or Investment Banking

Additional Information :

Behavioural Competencies:

• Adopting Practical Approaches
• Articulating Information
• Conveying Self-Confidence
• Developing Strategies
• Documenting Facts

Technical Competencies:

• Banking Process & Procedures
• Client Knowledge
• Client Servicing
• Customer Reception and Channelling
• Customer Understanding (Business Banking)
• Product Knowledge (Business Banking)

Remote Work :

No

Employment Type :

Full-time