Key responsibilities

• Actively source new to bank relationships, fixed deposits, loans, and credit cards.
• Meet sales and financial targets including new account openings and asset growth.
• Acquire and manage high-net-worth clients to enhance and retain relationships.
• Plan and execute sales activities including prospecting, client meetings, and follow-ups.
• Prepare file notes and summarize client meeting outcomes and actions.
• Identify growth opportunities in target segments and offer relevant bank products.
• Leverage corporate banking links to reach top executive prospects.
• Research competitors' wealth management offerings and systems.
• Foster and maintain strong client relationships, responding promptly to needs.
• Collaborate with other departments to broaden client relationships with the bank.
• Contribute to new product development based on client feedback.
• Ensure compliance with legal, regulatory, and internal policy standards.