
High Net Worth Client Acquisition Specialist
3 days ago
Job Title: High Net Worth Client Acquisition Specialist
">- To successfully onboard new high net worth clients in the Bank's specified catchment area.
- Meet daily, weekly and monthly customer acquisition targets.
- BUILD AND DEEPEN RELATIONSHIPS WITH EXISTING WEALTH CUSTOMERS TO ACHIEVE INCREASES IN SHARE OF WALLET AND REVENUES.
- Deliver exceptional customer service to achieve a high level of customer satisfaction and retention.
- Effectively manage key performance indicators at the highest level.
- Gain comprehensive knowledge of the customer base, including demographics, psychographics and assets held within the Bank and other institutions.
- Implement aggressive sales call plans to acquire large prospective customers through referrals.
Required Skills and Qualifications:
">- A background in Sales with experience in client acquisition.
- Candidates must have worked on Sales assignments and possess a flair for customer engagement and acquiring new clients.
- Familiarity with policies and procedures related to money laundering prevention is essential.
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High Net Worth Relationship Manager
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High Net Worth Acquisitions Specialist
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Senior Client Acquisition Specialist
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High Net Worth Investor Specialist
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Dynamic Cluster Leader for High-Net-Worth Sales
2 weeks ago
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