Job Description: The ideal candidate will deliver simple, effective solutions that meets customer’s financial and planning needs by improving their lives. Job Responsibilities: Executing effectively on opportunities to expand our customer base with creditworthy and potentially profitable customers. Provide appropriate banking and financial planning solutions across all allocated portfolio of clients. Identify Local and Offshore fiduciary opportunities upon advising on client philanthropy. Responsible for revenue growth to deliver on set and agreed sales targets. Ensuring compliance to legislative and audit requirements and adherence to relevant FAIS requirements governing policies & processes. Job Requirements: Have insight and ability to identify process improvements to contain and reduce costs. Critical thinking skills. Independent Self-Starter with accountability of ownership. Building working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation. Develop new insights into situations and creatively suggest organizational improvements. Must be efficient, professionally presentable, and well-articulated.
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