Senior Banker (Wealth Management)

Role Description

• Acquire, build and deepen relationships with existing HNWI clients to increase AUM and revenues.
• Effectively meeting clients' expectations in terms of providing professional advisory and management of clients' investments portfolio.
• Have complete knowledge of the client in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
• Serve as the one-point contact to the HNWI clients of the Bank.

Key Roles & Responsibilities

• Meet/exceed budget for revenue and profitability through effective relationship management
• To achieve service excellence through focusing on the analysis and satisfaction of HNWI clients' investment needs and objectives.
• Conduct all sales and services activities within the risk & compliance parameters as defined from time to time by the bank and respective regulators.
• Provide excellent services to achieve a high percentage of clients' satisfactions and retention.
• Generate new business to achieve defined sales targets

Qualifications/ Skillsets/ Requirements

• Bachelor's degree in any discipline
• Relevant experience in relationship management role in similar capacity in banking/ financial institutions.
• CMPFAS certifications
• Microsoft Office & basic PC skills
• Excellent knowledge of banking and investment products
• Candidates with experience in complimentary industries with excellent network of HNWI clients will also be considered for the role on a case by case basis