About the role
FinEx AI summary
Solicit new business, retain long-term partnerships, and grow the customer portfolio through networking, lead generation, and marketing. Assess customers' financial positions to deliver wealth management and credit solutions, and plan in-branch and off-site events. Coach junior sales staff and support branch transformation initiatives.
Core skills Retail Banking Wealth Management Credit Services Investment Products Sales Customer Relationship Management Lead Generation
Role details
Work style On-Site
Posted 16 Sep 2026
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