and approved by FSCA Knowledge Minimum: Customer relationship management (CRM) principles and techniques How to interpret... processes and procedures pertaining to Business Banking transactions Skills Interpersonal & Relationship management Skills...
Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional oppo...
with both company policies and regulatory standards. Relationship Management Build and maintain strong relationships with clients... skills and proficiency in market research to inform trading strategies. Excellent negotiation and relationship-building...
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