Description
The role is responsible for acquiring and nurturing high-net-worth customer relationships, managing existing and potential clients, advising on financial management and portfolio expansion, matching customer needs with bank products, cross-selling banking services, and delivering wealth revenue, client growth, product penetration, and client experience results. The position requires financial-services experience with high-net-worth clientele, integrity, professionalism, strong customer relationship management, communication, and interpersonal skills, along with a dynamic, result-driven, and self-motivated approach.
