Job Description
About the Role
This is a pivotal, client-facing position dedicated to acquiring, managing, and strengthening relationships with high-net-worth (HNW) and affluent clients. The primary objective is to deliver holistic, sophisticated wealth advisory services with a strong emphasis on specialized investment solutions, while ensuring full compliance with regulatory and governance standards.
Key Responsibilities
What You Will Do
- Serve as the single point of contact for high-net-worth clients, fulfilling their financial and banking needs through tailored financial planning and customized wealth solutions.
- Drive achievement of assigned sales and business targets.
- Collaborate with the Branch Manager to ensure sales activities align with overall business direction and regularly review performance.
- Expand Assets Under Management (AUM), fee income, profitability, and customer base through active acquisi...
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