JOB PURPOSE
- To acquire, develop and service long-term relationships with high net worth clients.
- To work collaboratively with internal specialists to provide investment & wealth solutions to meet client needs.
KEY RESPONSIBILITIES
- Generates target market prospects through a number of innovative and sustainable channels
- Converts target market prospects into clients
- Cross-sell products & services to existing clients
- Acquires net new assets to achieve targeted AUM
- Generates revenue to meet agreed upon goals
- Seeks referrals from existing clients
- Develops and maintains good relationships with clients
- Achieves returns on clients portfolio according to their needs and expectations
- Effectively interacts with network and available internal resources to provide solutions to meet client needs
- Continuously develops own product knowledge
- Delivers, monitors and reviews solutions to clients based on clients investment profile
- Complies with regulations, policies and guidelines
- Highlights, mitigates and protects the bank against credit, legal, reputation and other risks
- Minimize errors in transaction execution and service delivery
- Review and respond to AML transaction monitoring queries on transactions highlighted
- Conduct periodic and timely reviews of clients accounts
- Attend mandatory compliance and other trainings
- Alert team lead, market head and compliance of any suspicious transactions
KEY MEASURABLES
- Client satisfaction and loyalty
- Client portfolio performance
- Net new assets
- Revenue
- Return on assets
- Quality and sustainability of AUM and revenue
- Diversity of productengagement
- Positive/Negative feedbacks from all stakeholders
- Referrals from existing clients
- Conversion ratio from prospects to clients
- Operation loss, compliance & breaches
- Housekeeping, including quality and timeliness of requisite documentations
- Client attrition
KEY COMPETENCIES
- Degree from a reputed university
- Minimum 5 years marketing experience in Banking industry
- Key stakeholders are mostly Mandarin speaking hence proficiency in Mandarin is essential
- Knowledge and hands-on experience in private banking business, including customer segments and products
- Appropriate qualifications to advise/sell investment and other products.
- Excellent communication and negotiation skills with the ability to influence outcomes
