Wealth Relationship Manager - Nationwide

Job Descriptions:

-Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.

-Provides total financial solutions to High-Net-Worth customers.
Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.

-Serves as the one-point contact to the High-Net-Worth customers of the Bank.
Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalized banking offerings.

-Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.

-Engages in cross selling of other products based on customer needs.


Job Requirements:

-Bachelor’s degree in finance, Business, Banking or related field.

-Minimum 2–3 years of experience in sales or relationship management, preferably in financial services.

-Strong knowledge of wealth management products, investments, and insurance solutions.

-Excellent interpersonal and communication skills.

-Proven track record in meeting sales targets and building client relationships.

-Relevant certification (e.g. IPPC, PCE, CEILI, FIMM) is an added advantage.

-Customer-focused with strong analytical and problem-solving skills.