Drive new business, deepen existing Priority Client relationships, and deliver high service standards.
Key Responsibilities:
Conduct consultative financial profiling to meet client needs.
Provide market updates and financial product insights.
Plan and achieve sales & acquisition targets with team manager.
Participate in marketing and client acquisition activities.
Offer efficient after-sales support and ensure client retention.
Deliver group sales presentations and generate internal referrals.
Regulatory & Conduct:
Uphold the highest ethical standards and comply with all regulations.
Act as a role model for conduct and risk management practices.
Technical Skills:
Client acquisition and HNW account management experience.
Strong knowledge of consumer banking products (Treasury, Funds, Insurance, etc.)
Minimum 2 years of market experience.