Job Description

• Acquire and nurture relationships with a group of high-net-worth customers to strengthen customer relationships and generate revenue.
• Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
• Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities.
• Proactively cross-sell other banking products and services.
• Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience.
• Proactively identify business opportunities to drive performance in line with overall business strategy.

Job Requirements

• Fully licensed (IPPC, FIMM, PCE, CEILI, TBE).
• Experience in the Financial Services industry, servicing high-net-worth clientele.
• A high degree of integrity and professionalism, and strong customer relationship management skill.
• Strong communication and interpersonal skills.
• Dynamic, result driven and self-motivated.

Skills