About the job

Job Purpose:

To cultivate and manage a portfolio of affluent clients by providing tailored services, fostering strong relationships, recommending relevant products, driving profitability, and ensuring long-term customer loyalty and retention.

Duties and Responsibilities:

Understand customer needs, identify financial and non-financial requirements by conducting financial need analysis (Client Profiling)
Responsible to conduct customer portfolio reviews and financial checks for each client as per agreed timelines
Achieve revenue goals, sales and portfolio growth targets across a range of products and services (Investments, Term Deposits, CASA balances, Mortgages, Credit Cards, Bancassurance.
Optimize the potential value of the priority base through the delivery of wealth management products and services
Resolve client queries without further escalation.
Perform any other duties or responsibilities that are consistent with the role as assigned by management.
Collaborate with internal and external specialists and support team to ensure provision of superior and tailored wealth management solutions to clients.
Perform KYC checks and exercise due diligence to identify and report unusual or irregular account activity, corruption, money laundering suspicion, fraud cases so as to protect the interest of the Bank and customers.
Ensure compliance with Bank-wide Compliance policies and procedures, Audit worthiness and Central Bank requirements.

Qualification and Experience:

University degree in related business fields- Marketing, Finance.
Minimum 7 years experience in banking industry, Retails & sales sector.

Key Skills:

Strong relationship-building and networking abilities
Excellent communication and interpersonal skills
Expertise in financial products and services
Strong negotiation and presentation skills
Proficient in CRM software and client management tools

How To Apply:

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Responsibilities

About the job

Job Purpose:

Duties and Responsibilities:

Understand customer needs, identify financial and non-financial requirements by conducting financial need analysis (Client Profiling)
Responsible to conduct customer portfolio reviews and financial checks for each client as per agreed timelines
Achieve revenue goals, sales and portfolio growth targets across a range of products and services (Investments, Term Deposits, CASA balances, Mortgages, Credit Cards, Bancassurance.
Optimize the potential value of the priority base through the delivery of wealth management products and services
Resolve client queries without further escalation.
Perform any other duties or responsibilities that are consistent with the role as assigned by management.
Collaborate with internal and external specialists and support team to ensure provision of superior and tailored wealth management solutions to clients.
Perform KYC checks and exercise due diligence to identify and report unusual or irregular account activity, corruption, money laundering suspicion, fraud cases so as to protect the interest of the Bank and customers.
Ensure compliance with Bank-wide Compliance policies and procedures, Audit worthiness and Central Bank requirements.

Qualification and Experience:

University degree in related business fields- Marketing, Finance.
Minimum 7 years experience in banking industry, Retails & sales sector.

Key Skills:

Strong relationship-building and networking abilities
Excellent communication and interpersonal skills
Expertise in financial products and services
Strong negotiation and presentation skills
Proficient in CRM software and client management tools