Client Relationship Management: Collaborate in acquiring and managing client relationships, offering expert advice on FINNOMENA’s range of investment portfolios, products, and services tailored to the sophisticated needs of affluent and high-net-worth (HNW) clients.
Advisory Services: Provide guidance on leading investment product portfolios, offering tailored solutions supported by a comprehensive advisory approach.
Client Service Excellence: Deliver exceptional service to clients, identifying and pursuing opportunities for cross-selling future investment opportunities.
Product Expertise: Utilize extensive knowledge of financial products to develop solutions for clients in areas such as wealth creation, management, and transfer. Work towards achieving individual, team, and revenue targets.
Skills and Experience
Client Relationships: Maintain outstanding personal and professional relationships within the affluent segment.
Client and Service Orientation: Demonstrate excellent client and service orientation with outstanding communication skills.
Financial Product Knowledge: Possess strong knowledge of financial products and technical competence in holistic wealth planning solutions.
Presentation and Interpersonal Skills: Exhibit excellent presentation and interpersonal skills.
Problem-Solving: Approach challenges with a problem-solving attitude.
Track Record: Proven track record in client acquisition and wealth management is essential.
Target-Driven: Show drive and motivation to work within a target-oriented, high-performance culture.
Commitment to Standards: Maintain the highest standards in risk and control culture, adhering to company policies and obligations.
Skills
Client Relationships Strengthening
HNW
Client relationships
Interpersonal Skills
Problem-solving
Functions
Accounting & Finance
Job Overview
Job Type:
Hybrid
Company
Finnomena
11 active jobs
Industry:
Banking & Finance
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