Junior Private Banker - Non-Resident Client Coverage Division - Wealth Management
Junior Private Banker - Non-Resident Client Coverage Division - Wealth Management
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Job Description
- Communicating with clients regularly to keep them informed about their investments and any changes in the market.
- Staying updated with industry trends market conditions and regulatory changes to provide the best possible advice to clients.
- Assisting in the development of financial plans for clients by analyzing their financial status and objectives.
- Monitoring the performance of clients investments and making changes as necessary to ensure their financial goals are being met.
- Identifying new business opportunities through networking and referrals from agents and existing clients
- Collaborating with senior wealth managers to create and deliver presentations to clients on various financial topics.
Qualifications :
- A wealth management banker should have a strong background in banking with a thorough understanding of various financial products services and instruments. They should be wellversed in banking regulations and have a deep understanding of the financial markets.
- A successful wealth management banker should possess strong sales skills to promote and sell investment products and services. They should have a proven track record of meeting and exceeding sales targets and developing client relationships.
- A wealth management banker should have a comprehensive understanding of investment products and their performance in the market. They should be able to provide sound investment advice to clients based on their financial goals and risk appetite.
- A good wealth management banker should prioritize providing exceptional service to clients. This includes being responsive addressing clients needs and concerns and maintaining regular communication.
- A wealth management banker should possess strong analytical skills to track and evaluate the performance of investments and make informed recommendations to clients. They should also be able to conduct portfolio reviews and identify new investment opportunities.
- Excellent communication and interpersonal skills are essential for a wealth management banker.
- As a wealth management banker one must analyze data and information to make informed decisions and develop sound financial plans. Strong critical thinking skills are essential to develop strategies that align with clients financial goals.
Additional Information :
TBC processes the personal data of the candidate in order to determine the suitability of the candidate for the vacancy in accordance with the requirements of the Law of Georgia on Personal Data Protection. Information about the candidate may also be processed to determine the suitability of the candidate for future vacancies. Information about the candidate is stored for a maximum of 3 years. In case you do not want further data processing want to change or delete data please follow the link and contact us through the communication channels located at the same link: Privacy policy TBC Bank
TBC shares its information with companies included in the TBC Bank Group PLC. Subsidiary companies also ensure personal data processing in accordance with the law. If you do not wish to share your data with TBC Group companies please contact us at the same link: Privacy policy TBC Bank
TBC conducts the selection process of candidates in compliance with the requirements of the Law on the Elimination of All Forms of Discrimination and the principles of equal treatment of persons and eliminates discrimination against persons on any grounds.
If you see signs of discriminatory treatment contact us:*1998;
We will contact you only those who will pass the first stage of selection and will be granted candidate status.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
