To efficiently manage high worth clients, providing them crème de la
crème 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
Accountabilities:
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 1) used in business planning and 2) communicated to product development, marketing people etc.
Client feedback
> Execute client feedback programmes and analyse 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
Client management
> Manage and communicate with designated clients to ensure they receive the appropriate customer service and their issues are addressed fully and promptly
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
Accountabilities:
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 1) used in business planning and 2) communicated to product development, marketing people etc.
Client feedback
> Execute client feedback programmes and analyse 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
Client management
> Manage and communicate with designated clients to ensure they receive the appropriate customer service and their issues are addressed fully and promptly
Apply Online
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