Proactively acquire, develop, and retain a portfolio of affluent and high-net-worth individual clients, focusing on building long-term relationships.
Conduct in-depth financial needs analysis for clients, understanding their financial goals, risk appetite, and investment objectives.
Develop and present comprehensive financial plans and solutions, encompassing a wide range of Premier Banking products and services (e.g., investments, wealth management, insurance, loans, deposits).
Monitor market trends, economic conditions, and product developments to provide timely and relevant advice to clients.
Collaborate with internal specialists (e.g., investment advisors, product managers, credit officers) to deliver integrated solutions.
Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
Achieve individual and team sales targets and key performance indicators (KPIs).
Provide exceptional client service, addressing inquiries, resolving issues, and ensuring a positive banking experience.
Participate in client events, seminars, and networking activities to expand client base and enhance brand visibility.
Job Requirements:
Bachelor's degree in Banking, Finance, Business Administration, Economics, or a related field.
Minimum of 5-7 years of experience in relationship management within the Premier Banking, Private Banking, or wealth management sector, preferably with a strong focus on high-net-worth clients.
Proven track record of consistently meeting and exceeding sales targets and building strong client relationships.
Strong understanding of a wide range of financial products and services, including investment instruments, wealth management solutions, and credit facilities.
Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex financial concepts clearly.
Demonstrated ability to build rapport, influence, and negotiate effectively with affluent clients.
Self-motivated, results-oriented, and able to work independently as well as part of a team.
Relevant industry certifications (e.g., FIMM, PCE, CMFAS) are highly advantageous.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Job details are sourced from the employer's original posting.
