About this role
• 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. • Minimize customer attrition Maintain proactive client contact