Key Responsibilities

The role holder will be responsible for establishing and maintaining strong client relationships which will translate into revenue and growth for the bank through the acquisition of High-Net-Worth Clients (i.e., clients with bankable net worth of above $0.5m)

The growth metrics measured include:

• Grow the number of High Net Worth (HNW) Clients
• Growth in Net New Money (NNM)
• Growth in Product per Client
• Revenue growth (Increase in Revenue per Client)
• Adhere to Bank’s Operational Risk and Compliance processes
• Provide outstanding client experiences.
• Organised, follow-up leads, complete and record appointments, close customer requests
• Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
• Keep abreast of market trends, new product offerings and the latest campaigns.

Skills and Experience

• Knowledge and experience in providing complex wealth solutions.
• Outstanding relationship management skills for affluent and ultra-high clients.
• Good understanding of wealth products.
• Market awareness and  commercial acumen.
• Work in a flexible and agile way.
• Courageous, creative, responsive, and trustworthy.
• Thrives in an international environment.
• Maintains a high standard of personal conduct and lives our valued behaviours.

Qualifications

• Chartered Institute for Securities & Investments (CISI) – Level 2
• Bancassurance Certification