About the Role
This is placeholder text. To change this content, double-click on the element and click Change Content. Want to view and manage all your collections? Click on the Content Manager button in the Add panel on the left. Here, you can make changes to your content, add new fields, create dynamic pages and more.
Your collection is already set up for you with fields and content. Add your own content or import it from a CSV file. Add fields for any type of content you want to display, such as rich text, images, and videos. Be sure to click Sync after making changes in a collection, so visitors can see your newest content on your live site.
Requirements
Minimum 1-2 years of experience as a relationship manager or dealer in a financial services company
Excellent knowledge of financial products and investment strategies
Strong communication, interpersonal, and networking skills
Experience working with High Net Worth Individuals or Retail clients is an added advantage
Ability to manage multiple client relationships and portfolios
Ability to work in a team environment and collaborate with cross-functional teams
Sound knowledge of regulations and compliance requirements related to financial products and services
Proficiency in MS Office and CRM tools
About the Company
This is placeholder text. To change this content, double-click on the element and click Change Content. Want to view and manage all your collections? Click on the Content Manager button in the Add panel on the left. Here, you can make changes to your content, add new fields, create dynamic pages and more. You can create as many collections as you need.
Your collection is already set up for you with fields and content. Add your own, or import content from a CSV file. Add fields for any type of content you want to display, such as rich text, images, videos and more. You can also collect and store information from your site visitors using input elements like custom forms and fields.
Be sure to click Sync after making changes in a collection, so visitors can see your newest content on your live site. Preview your site to check that all your elements are displaying content from the right collection fields.