Job summary
as a top performer in the banking sector, you will be responsible for managing high-value client relationships and providing personalized service to drive business growth. You will work closely with clients to understand their investment needs and preferences, and develop tailored solutions to meet their goals.
key responsibilities:
* develop and maintain strong relationships with high net worth clients, identifying opportunities to grow their portfolios through investment advice and product offerings.
* provide exceptional customer service, responding promptly to client inquiries and resolving issues efficiently.
* analyze client financial data to identify trends and opportunities for growth, and develop strategic plans to achieve client objectives.
* stay up-to-date on market trends and product offerings, leveraging this knowledge to provide expert advice and guidance to clients.
* work collaboratively with internal teams to ensure seamless delivery of products and services to clients.
* maintain accurate records of client interactions, including meeting notes and follow-up actions.
requirements:
* degree in economics or a related field.
* certification in asset management (amib preferente fig 1 or 3).
* minimum 2 years' experience in wealth management or a related field.
* proven track record of success in client relationship building and portfolio growth.
* strong analytical and problem-solving skills.
* excellent communication and interpersonal skills.
* ability to work in a fast-paced environment and adapt to changing priorities.
benefits:
* ongoing training and professional development opportunities.
* a competitive salary and bonus structure.
* a comprehensive benefits package, including health insurance and retirement plan.
* the opportunity to work with a talented team of professionals in a dynamic and supportive environment.
about us:
we are a leading financial institution dedicated to providing personalized service and innovative solutions to our clients. We are committed to fostering a culture of excellence, teamwork, and continuous learning. If you are a motivated and results-driven individual looking for a challenging and rewarding career opportunity, we encourage you to apply.