The role is responsible for driving client acquisition and managing relationships within the Priority and Private Banking segments, identifying and engaging high-net-worth and ultra-high-net-worth individuals.
Requirements
- Strong understanding of wealth management products, private banking services, and liability solutions.
- Ability to source new clients and build long-term, profitable relationships with high-net-worth and ultra-high-net-worth individuals.
- Strong interpersonal and communication skills, with the ability to engage clients in a professional, confident, and approachable manner.
- Excellent understanding of the regulatory environment and compliance requirements for wealth management services.
- Strong analytical skills and attention to detail.
- A high degree of self-motivation, with a focus on achieving set targets.