Premier Wealth Relationship Manager

Job Description

Apply this job via: https://lnkd.in/gQb65cpX

• Achieve agreed financial targets by development of existing and new relationships.

• Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate

• Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs

• Promoting our Premier...

Requirements

• To be successful in the role, you should meet the following requirements:

• Bachelor's degree or relevant experience

• Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.

• Capabilities in introducing insurance and investment products.

• Relationship management experience with high net worth clients'

• Strong technical skills, strong communication, client focus and influencing skills in wealth...