Key Accountabilities of the role     

Portfolio Growth and Financial Targets:

• Achieve assigned financial and non-financial objectives.
• Manage and grow the portfolio effectively, emphasizing increases in liabilities, FX, fees, and trade transactions while meeting overall financial targets.
• Ensure portfolio growth compared to the previous year.
• Identify and capitalize on cross-selling opportunities to enhance revenue streams.
• Implement strategies to maximize portfolio growth while minimizing risk, conducting regular SWOT analyses.
• Focus on cross-selling to increase product share per customer, maximizing revenue from the existing portfolio.
• Target high transactional and high-value balance companies for onboarding.
• Conduct regular visits and calls with clients to maintain rapport and identify new business opportunities.
• Report on portfolio activities, achievements, and challenges to management, providing feedback and suggestions for improvement.
• Proactively seek new business opportunities and referrals from existing clients.
• Conduct financial assessments accurately to understand clients’ needs and risk tolerance.
• Identify and cultivate new business relationships with potential clients through networking and prospecting activities.

Client Relationship Management and Customer Service:

• Address customer complaints promptly and provide excellent service.
• Serve all clients with a particular focus on the elite 
• Communicate regularly with clients to foster growth and satisfaction, addressing complaints promptly and providing excellent service.
• Utilize various communication channels to maintain strong client relationships, focusing on the elite segment.
• Enhance relationships with business banking customers, prioritizing the elite segment in financial and service aspects.
• Maintain professionalism and ethical standards in all interactions with clients and internal stakeholders

Portfolio Risk Monitoring: 

• Maintain awareness of risk parameters including AML, compliance, and regulations.
• Provide necessary inquiries and documents to the compliance department.
• Identify and assess potential risks or suspicious activities.
• Monitor customer transactions for signs of risk or non-compliance.
• Conduct ongoing due diligence and update customer records accordingly.
• Review and update client profiles and risk ratings regularly to ensure accuracy and compliance.