Maintain accurate affiliate relationship data and management information , including Know Your Customer status, pending actions, ageing, account information and high-risk population tracking.
Drive account strategies to achieve business targets, collaborating with overseas colleagues and product partners, as well as supporting units of the Bank to cross-sell trade, treasury, cash management, capital markets products.
Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process