Position Overview
Job Description Deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. Apply Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen longβterm client retention and entrenchment. Identify local and offshore fiduciary opportunities and advise on client philanthropy. Participate in planned activities that are appropriate for own development. Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation. Identify and utilise opportunities for revenue growth to deliver on sales targets. Provide appropriate banking and financial solutions across an allocated portfolio of clients. Develop, encourage and nurture collaborative relationships across the FRG. Ensure compliance with legislative and audit requirements and adherence to relevant processes. Conduct client reviews within the context...