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Ave-Promagne

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34 Ave-Promagne Jobs

Wealth Management/Sales Role (1-3 yrs)

Ave Promagane

1-3 years

Wealth Management/Sales Role (1-3 yrs)

Ave-Promagne

posted 15hr ago

Job Role Insights

Key skills for the job

Salesforce Banking Sales Wealth Management

Job Description

The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions

- The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service.

- The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management


Functional Areas: Other

Read full job description

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