Job PurposeTo enhance the relationship value of the customers and to acquire new customers by providing customer oriented private banking solutions, through an established process.Key Tasks and DutiesUndertakes ownership and full accountability for sales volumes and profitability within assigned area of business.Follow all audit and compliance procedures and adhere to bank policies & proceduresDevelops new business relationships with HNWI and institutions.Provide a superior level of customer relations and serviceAttain established individual, department and Bank goals through active participation in sales management and officer call programs.Tracks and analyses trends and makes recommends to senior management.Maintains a list of allocated accounts.Provides superior advice and a high level of customer service to all potential and current clients.Assesses the individual client’s needs and tolerance to risk and offer the optimal product solutions.Ensures that all client accounts are monitored and maintained.Screens client accounts to establish adequate diversification subject to client agreement.Generates reports on an ongoing basis.
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