Job Purpose
- To provide his portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and bank and retain their loyalty and respect.
- The job holder is required to enhance Private Banking sales / acquisition / revenues and promote the cross selling of bank products to all existing clients.
- Job Holder must be able to source new business of HNW individuals through referrals, marketing activities, and personal contacts.
- Must ensure that client are aware of all financial services offered by the banks many departments, TCM, Trade Finance, Mortgage, Corporate Finance etc.
Key Result Areas:
- Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customers
- Ability to communicate with HNW clients to structure advise based on client needs
- Ability to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.
- Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities.
- Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior
- Safeguard banks reputation by ensuring ethical professional behavior at all times before/during after sales
- Enhance market profile and awareness.
- Achieve revenue goals, sales & portfolio growth targets across a range of products & services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)
- Acquire new to bank NHW clients
- Maintain a superior customer service experience for clients including pre-empting issues and proactive servicing.
- Maintain proactive client contact
Knowledge, Skills and Experience
- University Graduate with Certification or Diploma un sales/marketing
- Strong numbers, selling & investments/ Financial Market Knowledge
- Strong Interpersonal skills and cultural sensitivity
- Relationship Management & Networking skills. Extrovert / Amiable personality
- At least, 10 years of experience of a similar job with another bank / financial services Co.
- Should be certified from the Securities & Commodities Authorities (SCA) for selling investments.
