Wealth Manager at Phillips Consulting

Job Summary

• On this role you will be expected to facilitate business growth through the sales of deposit products across retail, HNI, and corporate clients.

Responsibilities

• Deploy high-end presentation tools and skills towards the attainment and management of deposit clients
• Foster beneficial and long-term relationships with new and existing clients to retain and attract new business
• Establish, develop, and manage a strong pipeline and network of clients for our products
• Employ a variety of means to keep abreast of industry trends and company product knowledge
• Deliver increasing deposit portfolio performance and provide regular reports

Requirements

• Required: 3 years sales and business development experience in banking/financial sector
• Preferred: Deposit mobilization, reporting and presentation skills
• This job is perfect for you if you
• Enjoy adding structure and developing approaches to ambiguous problems
• Are a self-starter, take initiative, work collaboratively and can self-manage in ambiguity
• Have excellent verbal and written communication skills
• Are excel and numbers-savvy and very detail oriented
• You will not enjoy this job if you
• Work best in structured, hierarchical settings
• Require clear, pre-set deliverables and constant direction
• Are used to working in/with a large team