Job Description

OUR CLIENT

Consumer Bank

LOCATION

Island-wide

HIGHLIGHTS

1. Uncapped commission with zero threshold


2. Quality leads provided


3. Excellent work environment and progression

Key Responsibilities

1. Cultivate Strong Relationships

Forge lasting relationships with new and existing clients, becoming their trusted financial partner. Listen closely to clients' needs and provide tailored solutions that will grow and protect their wealth.

2. Lead the Wealth Advisory

Deliver expert financial advice on investments, retirement planning, estate planning, and tax-efficient strategies. Help clients make confident, informed decisions about their financial futures with innovative solutions.

3. Grow Client Portfolios

Monitor and refine investment strategies, ensuring clients' portfolios evolve to meet their financial goals. Be proactive in suggesting new products and services that can enhance clients' wealth journey.

4. Achieve Sales Excellence

Drive success by meeting and exceeding sales targets for wealth management products like investments, insurance, and structured products. Consistently grow your book of business, cross-selling relevant banking solutions to add more value to clients.

5. Stay Ahead of the Curve

Stay on top of market trends, new financial products, and regulatory changes, ensuring your clients always receive the best advice. Work closely with compliance and risk management teams to safeguard both clients and the bank.

Requirements

Passion for Wealth Management

- If you're excited about helping clients achieve financial freedom, this is for you.

Results-Oriented

- You are driven, sales-focused, and able to meet ambitious targets.

Financial Expertise

- Understanding of investments, insurance, and financial planning.

Client-Centric

- You listen to your clients, understand their needs, and provide personalized solutions.

Sales Savvy

- You excel at networking and creating opportunities to expand your client base.






We regret to inform you that only shortlisted applicants will be contacted.





EA Reg No: R1329095 (Canice Sar)


EA License No: 21C0434