Wealth Management
Posted on :
31-07-2024
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1 Vacancy
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Job Description
- Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services.
- Provide financial services solutions to the HNW and wealth client base.
- Developing a plan to acquire new client relationships as well as broadening existing client relationships.
- Achieving sales targets in line with best practice standards of services and acting as a “Trusted Advisor” to the HNW clientele.
- Establish sales and revenue targets for existing and new client relationships.
- Broaden existing client relationships (greater share of wallet, higher cross sell ratios).
- Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership.
- Maintain & service the onshore and offshore private banking customers and penetrate the cross border relationships.
- Adhering to Private Banking service quality standards.
- Complying with Private Banking policies and guidelines.
Employment Type
Full-time
Department / Functional Area
Key Skills
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