AddressAge :
- 22 to 27 years
Managing clients' investment portfolios to ensure financial success
Discussing major financial goals of clients to better understand their objectives
Updating clients and customers on their portfolio activity and success
Maintaining strong relationships with clients to build trust
Proactively seeking new clients for the bank
Developing presentations for new clients to help them understand how the bank can help them
Conducting risk assessments on investment options and reporting them to the client
Ensuring they follow strict banking policies and protocols
Ability to manage relationships to improve relationship value of existing Clients
Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization
Aptitude towards delivering high quality customer service with good organizational and interpersonal skills
Decision making skills with strong sense of ownership and ability to work under pressure
Ensure compliance with key regulatory and bank level requirements
