"Strong judgment, strong interpersonal skills, creativity, curiosity, and of course a strong work ethic,"
"Those interpersonal skills are really important, because the more that you're able to connect with your client and gain trust, the more that they open up to you,"
"The fundamentals are still the same,"
"You want someone who lives in the details, who really understands the aspects of the work that they're doing. You're going to want somebody who's going to be very responsive, because we move in a fast-paced way. Has a high level of accuracy"
Wealth management relies on relationship-building, trust, and interpersonal skills to encourage client openness. AI tools such as interactive assistants and language translators are being used to automate tasks and free up time for client engagement. Core candidate attributes include strong judgment, creativity, curiosity, attention to detail, responsiveness, high accuracy, and a strong work ethic. Fast-paced environments require individuals who live in the details and deliver precise work. The bank intends to recruit more high-value employees with AI capabilities to complement human strengths and enhance client-focused services.
Read at Business Insider
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