Job Description

- New Position/ Reports to CO- Founder

Develop existing and new relationships ( if not so experienced in wealth management, training would be provided by company. However, candidate should have eagerness to learn and grasp quickly)

Market a full range of Wealth Management products and services in a diversified manner to existing and new clients

Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix

Cultivate and manage relationships with other areas of the Bank to promote cross-selling

Ensure product documentation including credit facilities is at all times correct and appropriate

Maintain good level of knowledge of the Banks systems and regulatory environment