Joint Sales – Engage customers together with RMs and to provide wealth management advisory, product and service explanation, and investment solution to customers following wealth management advisory model.
Strong personal leadership traits and a desire to coach and mentor talent are essential to set this Candidate apart as a senior contributor to the business.
Joint Sales – Engage customers together with RMs and to provide wealth management advisory, product and service explanation, and investment solution to customers following wealth management advisory model.
Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
Aggregate regional utilization indicators ensuring accuracy about de facto available capacity (accounting for leaves of absence, relocations, part-time resources etc.)
Strong personal leadership traits and a desire to coach and mentor talent are essential to set this Candidate apart as a senior contributor to the business.