Wealth Manager
1 month ago
Job Summary
- On this role you will be expected to facilitate business growth through the sales of deposit products across retail, HNI, and corporate clients.
Responsibilities
- Deploy high-end presentation tools and skills towards the attainment and management of deposit clients
- Foster beneficial and long-term relationships with new and existing clients to retain and attract new business
- Establish, develop, and manage a strong pipeline and network of clients for our products
- Employ a variety of means to keep abreast of industry trends and company product knowledge
- Deliver increasing deposit portfolio performance and provide regular reports
Requirements
- Required: 3 years sales and business development experience in banking/financial sector
- Preferred: Deposit mobilization, reporting and presentation skills
- This job is perfect for you if you
- Enjoy adding structure and developing approaches to ambiguous problems
- Are a self-starter, take initiative, work collaboratively and can self-manage in ambiguity
- Have excellent verbal and written communication skills
- Are excel and numbers-savvy and very detail oriented
- You will not enjoy this job if you
- Work best in structured, hierarchical settings
- Require clear, pre-set deliverables and constant direction
- Are used to working in/with a large team
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