Job Description

Introduction:

Our client is a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East. Committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution

Responsibilities:

Job Purpose for this role.

Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment at all levels of experience and for both Onshore/Offshore preferences

The Role Responsibilities

Implementation and oversight of the below individual responsibilities:

To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.

To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.

In consultation with the Private Banking Team Manager/ Branch Manager draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals

To participate in marketing and promotional activities for customer acquisition.

To source and call on individual prospects

To provide quality, efficient after-sales services

To manage anti-attrition and retention of clients

To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.

To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.

To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Key Measurables

• Agreed individual sales target

• Agreed service standards to customers

• Operation control and sales compliance

Requirements:

\xef\x82\xa7 Understands the core concepts, principles, processes or procedures of Wealth Management and Banking

\xef\x82\xa7 Roles for of all experience levels available

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