Investment Specialist-Affluent_AFFLUENT_0465_1780_1009117

Investment Specialist-Affluent

Affluent - IS

• Strong client relationship management skills, with the ability to build trust and long-term engagement with affluent customers.


• Sound understanding of banking products, wealth management solutions, and investment and insurance offerings.


• Excellent communication, negotiation, and interpersonal skills to handle diverse client profiles and complex financial discussions.


• Ability to analyze financial information, understand risk profiles, and recommend appropriate products and services.


• Proactive sales orientation with experience in achieving targets and driving revenue growth in financial services.


• High level of integrity, adherence to compliance standards, and familiarity with regulatory guidelines in banking and investment.


• Bachelor’s degree in finance, commerce, business, or a related field; a post-graduate qualification or professional certification in finance/wealth management is an added advantage.