About this role
Job Purpose
Key Result Areas
• Optimize the potential value of the client base through the delivery of MG Products and Services • Communicate with HNW client and identify their financial needs • Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services • Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities • Acquire New to Bank HNW clients. • Maintain a superior customer service experience for clients including pre empting issues and proactive servicing. • Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales. • Enhance market profile and awareness • Minimize customer attrition • Maintain proactive client contact.