Description

The successful candidate will be responsible for building and maintaining strong relationships with high-net-worth individuals and corporate clients, providing them with personalized financial solutions and advisory services.

Responsibilities:

Develop and maintain relationships with existing and potential clients.
Identify and understand clients’ financial goals, needs, and risk tolerance.
Provide personalized financial solutions and advisory services to clients.
Collaborate with internal teams to ensure timely and accurate delivery of services.
Stay updated on market trends, products, and regulatory changes.
Meet or exceed sales targets and performance metrics.

Qualifications:

Bachelor’s degree in Finance, Business Administration, or related field.
Minimum of 2 years of experience in a similar role in the financial services industry.
Strong communication and interpersonal skills.
Excellent analytical and problem-solving abilities.
Proven track record of meeting or exceeding sales targets.
Proficiency in Microsoft Office Suite and CRM software.
Knowledge of financial products, markets, and regulations.