To grow the bank's UHNI customer base by acquisition of new customers via direct cold calls, referrals and leveraging the bank's value chain whilst sustaining existing relationships.
Key Responsibilities
Actively source, prospect, and acquire new UHNI clients, leveraging existing networks and professional referrals.
Prepare call plans.
Follow through to ensure identified prospects are converted.
Identify customer needs and proactively seek to provide products/ services to meet the anticipated needs.
Participate in regular review of customer segment marketing strategies / customer plans and make appropriate improvement suggestions.
Pay regular visits / make calls to key decision makers in the value chain of existing customers with a view to improving or maintaining good relationships.
Develop competences as might be required by the bank, Group Head and Relationship Manager.
Monitor and evaluate own portfolio performance.
Perform other duties as assigned by the Relationship Manager and/or Group Head, Private Banking.
Qualifications & Experience
Bachelor's degree in any relevant field.
Minimum 3-4 years of relevant experience.
Relevant professional certification will be an added advantage.