
Strategic Portfolio Enhancement Specialist
16 hours ago
We are seeking an experienced Private Banking professional to enhance client portfolios through strategic growth initiatives.
Key Responsibilities
- Client Acquisition: Collaborate with senior leadership to execute successful marketing events and identify new business opportunities.
- Relationship Development: Foster consistent growth of Savings portfolios by establishing strong relationships with existing clients and acquiring new accounts.
- Risk Management and Compliance: Ensure adherence to regulatory requirements, including Know Your Customer, Anti-Money Laundering, and Information Protection policies.
Required Skills and Experience
- Proven experience in client servicing or sourcing with a portfolio value exceeding 20 lacs.
- Background in banking, premium club membership, or high-end credit card sales is preferred.
- Excellent communication skills in English and well-groomed presentation.
- Minimum educational requirement is graduation.
- A minimum of 6-12 years of relevant industry experience.
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