Job Description

Job Summary

Responsible for the growth of investment assets, sales volumes and profitability of high net worth and other investing clients handled. Services customer’s day-to-day investment requirements such as, but not limited to time deposits, foreign exchange, fixed income, structured products and other alternative investment products, including hedges on cashflows.

Specific Duties & Responsibilities

  • Implements business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts.
  • Supports Relationship Managers of various sectors in deepening customer relationships by providing investment solutions through products and services.
  • Profiles clients as to product suitability and assists the Branch and Relationship Managers in conducting profiling activities.
  • Conducts marketing calls and comprehensive product brie...

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