Product knowledge: excellent knowledge of investment and wealth management products / services. Ideally three plus years’ experience within a banking or wealth management role.
Communication: first-rate communicator, able to clearly and simply share complex ideas and concepts in an engaging way.
Approach: self-starter, resilient, flexible, growth mind set. Strong on delivery, result-oriented, hands-on skills.
Teamwork: Confident and comfortable working with a team across all levels and across offices throughout the Quintet network of affiliates.