Wealth Manager | Scrabble
Posted on July 24, 2023
Job Description
Acquire new customers through leads conversion ● Regularly interact with prospects and showcase them Dezerv's portfolio management approach ● Have a relentless client focus and play a pivotal role in driving Dezerv's proposition and strategy ● Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs ● Ensure that KYC/AML and other compliance norms are strictly adhered to ● Apply strong analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources ● Provide exceptional client experience