The purpose of this role is to deliver exceptional experience and education to Private Banking Clients clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principlesExperience : 3 to 5 years experience in a similar environment (strong background in Banking / Investment / Financial Planning / Wealth ManagementExperience in analysing and interpreting complex personal and juristic financial statements.
Experience in providing tailored wealth management solutions with extensive knowledge in Fiduciary and Estate Planning.Preferably willing to work in a complex environment with multiplayers.
Knowledge Required : Full understanding of money management principlesSound working knowledge of required business-related systemsSound working knowledge of Banking and Financial Services Regulatory requirementsKnowledge on wealth management creation and accumulationWealth protection / risk knowledgeExcellent project management skills and able to plan and organize work independentlyProven track record in servicing a portfolio of clients and in acquisition of new relationshipsExcellent knowledge of global financial markets and current affairsAbility to match client needs with appropriate product solutionsSound knowledge of the Bank''s risk and other mandates to ensure exercising good commercial judgment while representing the Bank''s and the shareholders interests alwaysQualifications : Relevant Educational and professional background.
Degree in Banking, Finance, Economics or Accounting. RERE5FAIS Accreditation RequiredFit and proper, experience in FAIS-relevant Money Manager Subcategories