Verified Job
Accounting - Finance
Senior Wealth Manager
Accounting - Finance
#236130
Remote / WFH
Job Description
1. Generate new business to achieve defined sales targets
2. Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
3. Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
4. Ensure ongoing self-development.
5. Manage the portfolio to de-risk against attrition and achieve stability of book.
6. Manage the key performance indicators at the highest level.
7. Have complete knowledge of...
2. Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
3. Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
4. Ensure ongoing self-development.
5. Manage the portfolio to de-risk against attrition and achieve stability of book.
6. Manage the key performance indicators at the highest level.
7. Have complete knowledge of...
