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About the Role
Job Summary
Services, grows and further deepens existing as well as new accounts / relationships of high net worth individuals that may be referred, assigned, transferred, or delegated to them.
How will you contribute?
- Solicits new accounts and develops/deepens existing accounts to generate and meet targeted sales volume or assets under management (AUM) and revenues/income for the bank. Strives to capture a bigger share of clients' wallet to maximize opportunities and maintain a profitable relationship.
- Develops and maintains a network of prospective clients and referrals. Plans and schedules calls/visits systematically. Conducts regular client interactions to identify investment needs, service requirements, and explore growth opportunities. Establishes clients' investment profiles, anticipates needs, and creates opportunities to sell more products and services.
- Ensures complete and up-to-date client information in account opening docu...
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