Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs
Job Summary
Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
Design customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
Join a forward-thinking environment where you'll use digital tools to enhance client engagement and stay connected to market trends.
Matching Summary
Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
Skills & Requirements
Must-have
Client relationship management
Financial goal identification
Risk tolerance assessment
Customised solution design
Investment advice provision
Market trend analysis
Nice-to-have
Adaptability and curiosity
Building trusting relationships
Influencing and negotiating skills
Collaborative multi-year assignments
Digital tools for client engagement
Key Requirements
RDR Level 4 or above financial planning qualification
Certification in advising on packaged products
Experience offering personalised planning and investment advice
FCA-approved status
Experience managing risk within a client portfolio