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 principles
Experience:
3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management
Experience 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 principles
Sound working knowledge of required business-related systems
Sound working knowledge of Banking and Financial Services Regulatory requirements
Knowledge on wealth management creation and accumulation
Wealth protection/risk knowledge
Excellent project management skills and able to plan and organize work independently
Proven track record in servicing a portfolio of clients and in acquisition of new relationships
Excellent knowledge of global financial markets and current affairs
Ability to match client needs with appropriate product solutions
Sound knowledge of the Bank''s risk and other mandates to ensure exercising good commercial judgment while representing the Bank''s and the shareholders’ interests always
Qualifications:
Relevant Educational and professional background. Degree in Banking, Finance, Economics or Accounting. RE
RE5
FAIS Accreditation Required
Fit and proper, experience in FAIS-relevant Money Manager Subcategories
