Team Member, Retail Sales

Requirements

• Bachelor’s degree in finance, Business Administration, Economics, or a related field. A master’s degree or relevant professional certification (e.g., CFA, CFP) is preferred.

Experience

• Minimum of 2 years of experience in wealth management or asset management, with a focus on retail clients.

• Proven track record in client relationship management and business development.

Business Development:

• Identify new business opportunities and cross-sell financial products and services products across investments, stockbroking and estate planning.

• Develop strategies and go to market approaches to acquire new relationships and significantly grow the funds under management through digital initiatives.

• Collaborate with other business segments to deliver comprehensive solutions to clients.

Client Relationship Management:

• Build and maintain strong relationships with retail clients.

• Ensure excellent client service delivery and quick resolution of client-related issues

• Provide personalized financial advice and solutions tailored to client needs.