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Position Details
Reference No.
26259
Title
Banker / Relationship Manager for Portfolio Management Firm
Category
Employment Type
Full Time
Available Positions
1
Location(s):
Limassol
Posted On:
20/01/2015
Contact Details
Company
Skai Consultancy Ltd
Contact Person
Dave
Address
Limassol
Limassol
Limassol
Phones
7777 7045
Email
dave@skai.com.cy
Job Description
Our client is a large and leading Portfolio Management Investment Firm.
On behalf of our client we are seeking to recruit a candidate who is a professional banker/relationship manager within the private banking environment with a "self built" transferable portfolio of 1m euro at the starting point, with personal ownership of the client relationships. A strong knowledge of private banking products and services is a pre-requisite as well as impeccable sales/customer service and experience within Cyprus and international HNW environment.
Responsibilities
Participating in sales process, building a client base and achieving goals through the consistent application of sales skills and initiatives in Cyprus;
Marketing and selling investment products/services to existing and potential clients; Developing new target markets;
Establishing strong relationships with potential clients; deepening the existing client portfolio;
Providing day-to-day support to clients, handling complex client needs; creating both general and individual service packages for clients;
Participating in marketing and promotional events representing and introducing the company to potential clients;
Preparing due diligence and KYC procedures;
Qualifications required
Education:
Higher Economics/Finance/Banking degree or similar
Professional Qualifications is an advantage
Computer literate
Fluency in English/Greek. Russian will be considered as a plus.
Personal Characteristics:
Customer and service oriented Active listening skills
Excellent communication and interpersonal skills
Professional and polished business appearance
Ability to build confidence, as well as a natural ease in building relationships
Sense of diplomacy and pro-active attitude
Punctuality
On behalf of our client we are seeking to recruit a candidate who is a professional banker/relationship manager within the private banking environment with a "self built" transferable portfolio of 1m euro at the starting point, with personal ownership of the client relationships. A strong knowledge of private banking products and services is a pre-requisite as well as impeccable sales/customer service and experience within Cyprus and international HNW environment.
Responsibilities
Participating in sales process, building a client base and achieving goals through the consistent application of sales skills and initiatives in Cyprus;
Marketing and selling investment products/services to existing and potential clients; Developing new target markets;
Establishing strong relationships with potential clients; deepening the existing client portfolio;
Providing day-to-day support to clients, handling complex client needs; creating both general and individual service packages for clients;
Participating in marketing and promotional events representing and introducing the company to potential clients;
Preparing due diligence and KYC procedures;
Qualifications required
Education:
Higher Economics/Finance/Banking degree or similar
Professional Qualifications is an advantage
Computer literate
Fluency in English/Greek. Russian will be considered as a plus.
Personal Characteristics:
Customer and service oriented Active listening skills
Excellent communication and interpersonal skills
Professional and polished business appearance
Ability to build confidence, as well as a natural ease in building relationships
Sense of diplomacy and pro-active attitude
Punctuality
