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Priority banking relationship manager (melaka & negeri sembilan)

Vittorio Veneto
Contratto a tempo indeterminato
Experteer Italy
Pubblicato il Pubblicato 13h fa
Descrizione

In this role you will nurture profitable relationships with Retail HNW clients, expanding portfolios and cross‐selling wealth and banking products. You'll work closely with product and advisory teams to offer personalized financial services to affluent customers and help grow Priority Banking relationships. You'll contribute to strengthening market presence and drive revenue, supported by a collaborative, digital‐first culture. This is an opportunity to accelerate your career in Wealth Management within a leading bank.Retribuzione / BenefitsBuild and deepen portfolio relationships to generate revenue in wealth managementMarket investment products and cross‐sell consumer banking products (mortgages, credit cards) to PB and non‐PB clientsExpand customer base through referrals and personalized advisory servicesAcquire and grow Priority Banking client relationships and portfoliosCollaborate with Product Owner and Investment Consultant to provide proactive financial services to affluent clientsSupport Centre Manager to promote market presence and contribute to individual and team targetsResponsabilitàDiploma or Degree in any fieldLicenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC is an advantageSolid knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments)Good interpersonal and communication skillsPassion for success in a sales‐driven environment#J-18808-Ljbffr

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