Build and develop a bank of wealth management clients (B2C only). Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach. Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings. Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients. Deliver needs-based solutions through effective communication and influencing. You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client. Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. Advise on a full range of products and services. Providing individualised advice on personal wealth across: Lump Sum Investments | Fixed-Income Products | Global Funds, including Equity, VC, ESG | Regular Savings Plans | Portfolio Bonds | International Pension Planning | Fintech Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
Key Job Requirements:Seniority Level: Specialist-Level
Job Functions: Customer Support
Industries : Information Technology
