Collect, prepare, and verify customer documentation—such as identification, proof of address, and financial reports—to ensure accuracy and completeness.
Develop Investor Relationships: Establish and maintain long-term relationships with HNWIs, UHNWIs, family offices, business owners, and institutional investors.
Capitalising business opportunities by acting on potential business leads from our database and setting up appointments with potential customers & business owners
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.
You have a tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries.
You have a tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries.
You have a tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries.
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.
To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities. Understand Know-Your-Customer processes involved and carry out proper due diligence when on-boarding a new customer.
Conduct credit, financial and risk assessments, develop appropriate financing structures and prepare credit proposals in accordance with the Bank’s policies and risk appetite.
You have a tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries.
Manage post-account opening activities, including preparing welcome packages, AI opt-in letters, and related documentation to enhance client experience
New Client Acquisition – Proactively grow a portfolio of HNW/UHNW clients through strategic networking, targeted outreach, events, referrals, and consultative sales techniques.