What is this job about?

Your main job is to look after premium, high-net-worth bank clients. You will build long-term relationships with them, understand their personal financial goals, and help them manage, save, and grow their money.

What will you do every day?

1. Help clients manage their wealth : Talk to clients about their life goals and offer simple, structured ways for them to invest, save, and buy insurance.
2. Work with internal experts : Meet with the bank's investment and product specialists to design the best financial plans for your clients.
3. Keep client portfolios healthy : Check in on your clients regularly to update their financial plans as their lives or market conditions change.
4. Follow the rules : Make sure all account sign-ups, paperwork, and sales follow the law and the bank's safety policies perfectly.

What do you need to apply?

1. Experience : At least 1 - 3 years of experience working in a bank, selling financial products, and handling clients.
2. Required Licenses : You must already have passed your local financial exams (PCE, CEILI, FIMM, TBE, and IPPC ).
3. Skills : Great communication skills, a friendly personality, and a passion for helping people manage their money.