To provide his portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and bank and retain their loyalty and respect.
The job holder is required to enhance Private Banking sales / acquisition / revenues and promote the cross selling of bank products to all existing clients.
Job Holder must be able to source new business of HNW individuals through referrals, marketing activities, and personal contacts.
Must ensure that client are aware of all financial services offered by the banks many departments, TCM, Trade Finance, Mortgage, Corporate Finance etc.
Key Result Areas:
Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customers
Ability to communicate with HNW clients to structure advise based on client needs