Job Summary:
The Wealth Management Executive is responsible for managing and growing a portfolio of high-net-worth clients by providing tailored financial solutions and services. This role involves building strong relationships with clients, wealth management services as well as ensuring deposit/savings mobilization.
Key Responsibilities:
Deposit Mobilization
Fixed deposit/investment mobilization fromhigh net worth clients
Implement Bank wide go-to-market strategy for new initiatives, working with relevant departments and stakeholders to drive execution.
Drive achievement of growth and acquisition of new customers through development and maintenance of quality products, propositions, and solutions relevant to businesses.
Develop and maintain strong, long-term relationships withhigh-net-worthclients.
Network with potential clients and referral sources to build a pipeline of new prospects.
Financial Planning and Advisory.
Qualifications:
Bachelor’s degree in finance, business administration, economics, or a related field.
Minimum of 2-5years of experience in private banking, deposit mobilization and marketing/sales or a related field.
Strong knowledge of deposit/savings mobilization, investment strategies, and market trends.
Excellent communication, interpersonal, and negotiation skills.
Interested and qualified candidates should forward their CV to: recruitment@valefinance.com using the position as subject of email.
Apply via :
recruitment@valefinance.com