
Strategic Banking Expert
1 week ago
Job Overview:
We are seeking a Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing banking and investment relationships of High Net-Worth Individuals (HNIs).
Key Responsibilities:
- Manage and grow banking and investment relationships of HNI clients.
- Deliver superior client service to exceed expectations.
- Identify new business opportunities within existing relationships.
- Drive incremental business across liabilities, retail assets, FOREX, cards, and investment products.
- Achieve sales targets across a wide range of banking products.
- Increase CASA balances through deepening and new acquisition.
- Promote deeper product and channel penetration to increase wallet share.
- Maintain high portfolio quality through regular client engagement.
- Act as the primary point of contact for service and sales support.
- Provide financial planning and investment advisory to HNI clients.
Required Skills and Qualifications:
- Strong understanding of banking and investment products.
- Excellent communication and interpersonal skills.
- Ability to build strong relationships with HNI clients.
- Proven track record of achieving sales targets.
- Knowledge of financial planning and investment advisory services.
Benefits:
- Competitive salary and bonus structure.
- Opportunities for career advancement.
- Comprehensive benefits package.
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