Vacancy Description
- Provide financial services solutions to the HNW client base
- Identify and acquire new HNW clients
- Broaden existing client relationships (greater share of wallet, higher cross sell ratios)
- Establish sales and revenue targets for existing and new client relationships
- Develop comprehensive customized financial plans based on client risk profiles
- Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
- Research competitive offering and solicit client feedback for new product ideas
- Escalate customer suggestions/concerns to the Country/Region head
- Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership
- Mentoring Assistant Relationship Managers
- Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)
- Provide clients with comprehensive adviso...
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