Position Summary:
To deliver exceptional experience and education to Private Wealth or RMBPB 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
Required Education & Experience:
- Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Excellent project management skills and able to plan and organize work independently
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Sound working knowledge of required business-related systems
- Knowledge on wealth management creation and accumulation
- Excellent knowledge of global financial markets and current affairs
- Wealth protection or risk knowledge
- Preferred Qualification – Certified Financial Planner (CFP)
- Ability to match client needs with appropriate product solutions
- Additional Knowledge – Full understanding of money management principles