The Private Banker focus is to develop business across diverse markets / regions within all areas of private clients family offices of UHNWI & HNWI especially with different offshore and onshore locations ranging across numerous booking centers which is highly competitive and appealing to the regional and international customer base.
To achieve superior sales revenues / AUMs above a predetermined target & increase FABs market share
To provide clients with an above optimum level of service & full investment solutions
Identify/segment target markets develop business to widen portfolios & implement the strategic /marketing plan for Private Banking.
Building own & Managing a portfolio of UHNWI & HNWI & provide maximum personalised services
Maintain /expand current/future client base acquire net new-business via referrals contacts & marketing
Proactively enhance PBs offerings Group and/or Open Architect...