Job Description
Skill Farm Members are invited to apply for the following role:
Responsibilities:
Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross product holding per client.
Build, understand and sustain relationships with the clients circle of influence (e.g. a parent, mentor, advisor or other family member)
Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance
Serve as a problem-solver for the client, helping them identify Investment criteria, recognize and handle concerns that arise as consultation moves closer to decision
Provide ongoing portfolio supervision, with a continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment
Retain existing high value clients by growth of wallet with the bank through relationship management activities.
Resolve client queries without further escalation
Effectively convert service recovery to sales opportunities and sustained client loyalty.
Skills:
5+ years of successful business practice in client relationship management in the banking industry, with the relevant depth of experience in financial services
Strong interpersonal and communication skills with multicultural awareness and sensitivity and ability to deal with people of all levels
A team player with good initiatives & assertiveness
Proven track record in business goal management
Make effective business decisions independently, based on sound financial and business principles.
Sound knowledge and experience in building and managing cross border business
Superior knowledge of wealth management products and financial markets.
Strong analytical skills and core banking/ asset products system knowledge
