Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage and grow high-net-worth client portfolios, provide advisory services across investment, insurance, and treasury products, achieve portfolio targets, review investments, coordinate financial solutions, and maintain regulatory and internal-policy compliance.
Requirements
- University degree in Business, Finance, Economics, or a related discipline
- Success in wealth management, priority banking, or relationship management
- Understanding of financial markets, investment instruments, insurance, and treasury products
- Financial certifications including WAPERD and AAJI
- Interpersonal, negotiation, relationship-building, analytical, decision-making, and problem-solving skills
Responsibilities
- Manage and grow high-net-worth client portfolios
- Provide wealth-management advisory services across investment, insurance, and treasury products
- Achieve sales, revenue, and portfolio-growth targets
- Conduct portfolio reviews aligned with client goals and risk tolerance
- Collaborate with product specialists and support functions
- Ensure compliance with regulatory guidelines and bank policies