Position Summary
Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders, and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Strong interpersonal skills are a prerequisite.
Job Responsibilities
- Acquire new clients through the introduction of Priority Banking products and services to them with professionalism.
- Manage existing customer portfolios of high-net-worth individuals.
- Create and implement a sales-oriented customer calling program that focuses on leveraging referral business from existing clients.
- Deepen existing customer relationships through cross-selling Bank products that complement the customer’s needs and financial situation.
- Review sales reports and discuss results with the Senior Relationship Manager and priority banking staff to determine if any immediate actions need to be taken.
- Ensure that all customer complaints are effectively resolved.
- Ensure following product guidelines and file all documents properly.
Job Requirements
- Bachelor/Master’s degree in Business, Management or other related fields.
- A good understanding of financial compliance and regulatory requirements is an added advantage.
- Minimum 3 years’ experience.
- Experience in similar jobs managing wealth clients with a financial services institution is an added advantage.
- In-depth knowledge of the local banking industry, banking products, banking services and banking regulations.
- Good working knowledge and understanding of general commercial regulations and practices.
- Broad understanding of available investment products and services, industry competitive landscape, and regulatory environment.
- Experience in retail sales and lending is mandatory.
- Experience in products, bank operations, and customer experience is highly desirable.
