To efficiently manage high worth clients, providing them creme de la creme service, in turn maximizing profits and creating good will for the bank.
Education / Qualifications:
Bachelor’s Degree in Banking/ Management/Finance
Knowledge:
Good knowledge of portfolio management and local market
Experience:
3 – 5 years in Banking with minimum 3 years in Wealth management
Your accountabilities will include, but not limited to the following:
Planning:
Develop and gain support for business plans based on PB budget, client base, and product design and customer trends
Implement plan through internal process and people management
Market intelligence:
Monitor the products and activity of competitors and ensure intelligence is used in business planning and communicated to product development, marketing people etc
Client feedback:
Execute client feedback programs and analyze customer satisfaction to ensure plans, service and products can be modified
New business:
Obtain referrals from corporate, consumer and other sources
Develop and implement approaches to these potential clients
Develop GB's presence in the market
Ensure new business opportunities are maximizes
Sales:
Deliver sales of products and services
Meet individual and team sales targets
Ensure right products are sold to right customers
Apply Online
Education / Qualifications:
Bachelor’s Degree in Banking/ Management/Finance
Knowledge:
Good knowledge of portfolio management and local market
Experience:
3 – 5 years in Banking with minimum 3 years in Wealth management
Your accountabilities will include, but not limited to the following:
Planning:
Develop and gain support for business plans based on PB budget, client base, and product design and customer trends
Implement plan through internal process and people management
Market intelligence:
Monitor the products and activity of competitors and ensure intelligence is used in business planning and communicated to product development, marketing people etc
Client feedback:
Execute client feedback programs and analyze customer satisfaction to ensure plans, service and products can be modified
New business:
Obtain referrals from corporate, consumer and other sources
Develop and implement approaches to these potential clients
Develop GB's presence in the market
Ensure new business opportunities are maximizes
Sales:
Deliver sales of products and services
Meet individual and team sales targets
Ensure right products are sold to right customers
Apply Online
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