Position Overview
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Job Summary An exciting opportunity to manage and grow high-net-worth client portfolios by delivering tailored onshore wealth and priority banking solutions.
Responsibilities - Conduct in‑depth financial needs analysis and client profiling to understand investment goals and risk appetite.
- Build and strengthen long‑term client relationships through regular portfolio reviews, market insights, and wealth advisory discussions.
- Provide informed recommendations on local and international banking and wealth management products.
- Partner with team managers to develop monthly action plans to achieve and exceed individual and team sales targets.
- Support client acquisition and business growth through participation in marketing and promotional initiatives.
- Ensure all activities comply with regulatory requirements, internal policies, and ethical standards.
Requirements