Regional Vice Presid....
Regional Vice President Wealth Management
Posted on :
18-06-2024
Employer Active
1 Vacancy
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Jobs by Experience
0 - 0 years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Nationality
Any Nationality
Gender
N/A
Vacancy
1 Vacancy
Posted on :
18-06-2024
Job Description
- Build Trusting Relationships: Cultivate rapport and act as a trusted advisor for high-net-worth individuals.
- Understand Client Needs: Uncover client financial goals, risk tolerance, and investment aspirations through active listening.
- Educate & Advise: Present the firm’s proven investment strategies tailored to each client’s unique situation, effectively translating complex financial concepts.
- Drive Sales Growth: Develop and execute sales strategies to acquire new high-net-worth clients, exceeding targets.
- Collaborate for Success: Work effectively with internal teams to deliver a seamless client experience, ensuring client satisfaction.
Employment Type
Full Time
Department / Functional Area
Key Skills
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