- Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio
- Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
- Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
- Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance
Qualifications:
- University level education, preferably in finance, business or a related discipline
- Experience in client facing environment, with excellent relationship building capability
- Strong sales and customer orientation, with good communication and interpersonal skills
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
- Good understanding and strong interest of the financial markets
- Mature and independent mindset, able to work effectively under pressure
- Strong commercial orientation with acute interpersonal skills
