Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Ensure the function’s operational efficiency and a smooth cross-border client experience through product set-up walkthroughs and the documentation process, facilitate documentation signing, and resolve client queries around KYC outreach, transaction confirmation and follow-ups.
Ensure the function’s operational efficiency and a smooth cross-border client experience through product set-up walkthroughs and the documentation process, facilitate documentation signing, and resolve client queries around KYC outreach, transaction confirmation and follow-ups.
Develop Investor Relationships: Establish and maintain long-term relationships with HNWIs, UHNWIs, family offices, business owners, and institutional investors.
New Client Acquisition – Proactively grow a portfolio of HNW/UHNW clients through strategic networking, targeted outreach, events, referrals, and consultative sales techniques.
New Client Acquisition – Proactively grow a portfolio of HNW/UHNW clients through strategic networking, targeted outreach, events, referrals, and consultative sales techniques.
Portfolio Health & Retention: Conduct regular portfolio reviews with clients to assess performance against their risk profile and personal financial goals, minimizing attrition and maximizing Assets Under Management (AUM) growth.
Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.