Summary from listing
The Wealth Management group is seeking Relationship Managers to partner with clients, understand their financial situations and investment needs, recommend suitable investment products and wealth-management solutions, provide ongoing financial advice, and build long-term client relationships. The role requires a bachelor's degree or equivalent qualification, relevant financial certifications and licenses, experience in relationship management focused on investments and business development, strong analytical and communication skills, and the ability to develop financial solutions and manage multiple projects.
