Wealth Management and Private Banking Trainer - Freelancer .

A world leader in Professional Education and is currently experiencing rapid growth in the MENA region. In supporting this growth, seeking to hire an experienced freelance instructor, with industry certifications and expert knowledge in Wealth Management and Private Banking.

Successful candidates will deliver bespoke training courses.

Your profile

Candidates will have a Bachelor s degree in Finance, Business or Economics
Ideally a CFA Charter holder or an equivalent Master s Degree
At least 5 years of experience in the area wealth management or private banking as a relationship manager or as product specialist in a Bank or a boutique investment advisory firm.
Experience in advising clients on private wealth management offerings and banking products such as equity, structured products, bonds, mutual funds
3- 5 years experience in Training, Coaching and people development.
Excellent presentation skills written and verbal
Fluency in English is mandatory
Excellent interpersonal and communication skills

Requirements

Your Skills & Knowledge

We are looking for people with an advanced-level knowledge of Wealth Management and Private Banking. This should include the following:

Sound knowledge of financial products and services

Excellent negotiation and influencing skills

Advanced level understanding of understanding client needs and developing a solid financial plan

Strong client relationship management skills

Advance level financial analysis skills

Strong analytical and problem-solving skills

Your Skills & Knowledge We are looking for people with an advanced-level knowledge of Wealth Management and Private Banking. This should include the following: Sound knowledge of financial products and services Excellent negotiation and influencing skills Advanced level understanding of understanding client needs and developing a solid financial plan Strong client relationship management skills Advance level financial analysis skills Strong analytical and problem-solving skills