CT - Relationship Manager - Wealth and Investment

CT - Relationship Manager - Wealth and Investment

Job Openings CT - Relationship Manager - Wealth and Investment

About the job CT - Relationship Manager - Wealth and Investment

Purpose:

To manage an assigned portfolio of high net worth client accounts providing advice and relationship support ensuring optimal service, while integrating all products, services and resources, to ensure that their needs are met, thereby achieving the defined revenue targets through retention of existing business and acquisition of new business, in order to maximise the companies profitability.

Qualifications and Skills:

• A degree/equivalent in Finance, Business Administration, Law, CFP or related field. Completion of FAIS regulatory exams.
• An MBA would be a preferred qualification for the role.
• Minimum of 5 years client facing banking experience in private banking/private wealth/investment banking/commercial banking,...