
Wealth Development Professional
3 days ago
This role is instrumental in acquiring High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) as clients and building a strong relationship with the bank.
- Identify and acquire new private banking clients to generate fee income.
- Nurture and manage end-to-end customer relationships for private customers by fulfilling their banking needs through wealth solutions.
Key responsibilities include:
- Acquiring new business from high net worth individuals.
- BUILDING STRONG RELATIONSHIPS WITH CLIENTS THROUGH PROACTIVE COMMUNICATION AND EXCELLENT CUSTOMER SERVICE.
- Fulfilling all banking needs of private customers through wealth solutions such as Asset Under Management (AUM), Alternative Investment Funds (AIF), and Mutual Fund products.
Required skills include:
- Strong understanding of wealth management products.
- Excellent communication and interpersonal skills.
- Ability to build and maintain strong relationships with high net worth individuals.
Note: This role requires candidates with 10+ years of experience in Banking and Financial services, preferably in Relationship Manager, Branch Manager or Regional Heads positions.
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