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About Our Client

Our client is a leading international financial institution with a strong presence across global markets. Known for its premium wealth management platform, the organization offers a comprehensive suite of banking, investment, and insurance solutions to affluent clients while providing employees with strong career development opportunities.

Job Description

Manage and grow a portfolio of Premier and Wealth clients
Acquire new-to-bank customers and deepen existing client relationships
Identify and execute cross-selling opportunities across wealth, investment, and insurance products
Conduct regular portfolio reviews to maximize wallet share and client retention
Deliver personalized financial solutions based on clients financial goals and needs
Work closely with branch, wealth advisory, and product partners to provide holistic client service
Build and maintain strong relationships with high-net-worth individuals
Achieve individual sales, revenue, and portfolio growth targets
Maintain the highest standards of customer service and operational excellence
Ensure compliance with regulatory, risk, and internal control requirements

The Successful Applicant

Minimum 3 years of experience in banking, wealth management, financial services, or retail financial sales
Proven track record in selling investment and insurance products
Experience managing affluent or high-net-worth client portfolios
Strong relationship management and client acquisition skills
Demonstrated success in achieving sales and revenue targets
Strong knowledge of wealth management, investment, and banking products
Excellent communication, stakeholder management, and influencing skills
Strong networking, business development, and portfolio management capabilities
Relevant wealth management certifications and regulatory licenses preferred
Ability to collaborate effectively with Compliance, Risk, and Internal Control teams

What's On Offer

Competitive fixed salary and attractive incentive structure
Opportunity to manage an established affluent client portfolio
Career growth within a leading international banking institution
Comprehensive wealth management and product training
Exposure to a high-performing and collaborative banking environment
Immediate hiring through a 1-day recruitment process

Contact

Quote job ref: JN-102024-6569412

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