Multiple cold market platforms (more than other companies) provided for you to bring in sales & excel in the role. No need to prospect friends and family if you don't wish to.
Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)
Performing account opening and any ongoing servicing for new and existing customers to deliver customer excellence, ensuring accurate documentation, timely follow‑ups, and adherence to the Bank’s policies and regulatory requirements
Client Relationship Building: Focus on establishing and maintaining strong relationships with clients, understanding their needs, and delivering exceptional service to ensure their satisfaction.
Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
Provide premier clients with regular market updates, endeavoring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly