You will be responsible for proactively managing and developing relationships with potential UHNW clients to build up the AUM and continuously generate revenues through offering a variety of financial services such as Funds, Equities, Bonds, Structured Products, Insurance etc. You should fully understand the client’s needs and objectives. Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions based on their risk tolerance and investment preference.
Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Maintain and develop strong client relationship with Privilege and Emerging Affluent clients and effectively manage customer portfolios in retail wealth sales and advisory.