Job Purpose:
To efficiently manage, grow and advise a portfolio of Ultra High Net Worth
clients, providing them with the highest quality service and advice. Working
with clients to evaluate their financial data and investment objectives in
order to recommend and implement the most appropriate investment strategy
Principal Accountabilities:
Planning:
Devise and implement realistic annual business plan in aid of achieving annual
financial targets
Target achievement:
Achieve assigned monthly sales and service targets.
Client Service
Provide the highest quality service by building, maintaining and growing
relationships with clients.
Meet and work with clients to evaluate their financial data and investment
objectives in order to recommend & implement the most appropriate investment
strategy and understand each client's financial objectives and provide tailor
made services.
Responsible for immediate closure of all queries and issues of the wealth
customers related to banking products and services.
Reports:
Responsible to provide monthly client portfolio reports to management.
Interdepartmental Coordination:
Actively liaise with various departments to provide and gain leads for
prospective business and new clientele. Coordinate with the Legal to verify
all customer contracts.
Ensure all departments coordinate in a timely manner providing excellent
customer service to clients.
Corporate Governance:
Ensure all documentation is completed accurately, within the agreed timeframes
and all necessary supporting documents are obtained.
Ensure full compliance to risk policies and procedures to minimize the error
ratios and customer frauds.
Comply with Basel II framework for all retail banking operations
Comply with Anti - Money laundering requirements
Ensure that all investment recommendations are made in line with the banks
prescribed investment approach
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