Wealth Management Consultant
2 weeks ago
About the Role:
As a Wealth Management Consultant at International Executive Service Corps, you will play a key role in providing exceptional service to our VIP banking customers.
Main Responsibilities:
- Develop and execute proactive business solicitation strategies to satisfy clients' wealth management needs
- Build and maintain strong relationships with clients through regular communication and tailored solutions
- Cross-sell wealth management products and services to increase revenue and deepen client engagement
- Collaborate with product specialists to deliver high-quality services to VIP customers
- Ensure operational procedures are followed in accordance with the Bank's policy and procedures
- Support branch members as required to achieve team goals
Requirements:
- University degree with 1 year or secondary education with 2 years' experience in banking industry, preferably with insurance sales experience
- IIQE paper 1, 2 & 3 certifications
- Candidates with less experience may be considered for the Relationship Officer role
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