Financial Planner, Relationship Manager
Core
Manage a portfolio of mass affluent clients by providing comprehensive financial planning advice and long-term relationship management.
Role type
Financial Planner / Relationship Manager
Builds
Long-term client relationships and financial solutions
Domain
Personal & Commercial Banking
Deliverable
client delivery
Required skills
Financial planning expertise, client acquisition, relationship management, networking, market presence building
Preferred skills
Mobility within the market
Technologies
Investment solutions, credit solutions, everyday banking solutions
Responsibilities
Provide tailor-made financial planning advice, grow and maintain client portfolio, cultivate relationships with service partners and local markets
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