Description
The role focuses on developing and expanding high-net-worth individual customer relationships for Priority Business, generating business across liabilities, assets, and fee products, and increasing relationship value and client stickiness. Responsibilities include profiling clients, formulating sales plans, conducting portfolio reviews, maintaining regular client contact, resolving managed-book queries, planning sales initiatives, and complying with bank and regulatory processes. The role requires strong customer service, decision-making, ownership, and ability to work under pressure.
