Job Description
Promote and sell bank products and services for the Elite customers to achieve bank targets and the utmost customer satisfaction. Provide Elite clients with regular market updates, endeavoring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly. Perform continuous market analysis to identify potential client leads and opportunities. Provide financial planning and advisory services aligning to Elite clients’ needs and investment profile. Embarking on a proactive relationship management to strengthen, deepen and delight client’s relationship with existing customers, hence building a strong foundation for customer growth. Ensure coverage of all relationships through client’s engagement, risk profiling and financial planning. Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs. Demonstrate strong ability to self-source, develop new business by actively prospecting for new Elite clients and referrals and leveraging your existing network to generate New to Bank leads. Fulfilling clients necessitates while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. Deals with most problems independently and has some latitude to solve complex problems. Compliance, Risk & Control.
