Senior Wealth Manager

Apply via : https://smrtr.io/rgndD

Job Description :
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.

Minimum Qualification:
Post Graduate Diploma in Business Commerce

Experience Required :
3 - 4 years - Experience in a retail environment
5 - 7 years - Experience in Wealth, Private Clients, Business Banking or Investment Banking.

Behavioural Competencies:
Adopting Practical Approaches / Articulating Information / Conveying Self-Confidence

Technical Competencies:
Customer Understanding / Product Knowledge / Banking Process & Procedures