JOB PURPOSE

• To acquire, develop and service long-term relationships with high net worth clients.
• To work collaboratively with internal specialists to provide investment & wealth solutions to meet client needs.

KEY RESPONSIBILITIES

• Generates target market prospects through a number of innovative and sustainable channels
• Converts target market prospects into clients
• Cross-sell products & services to existing clients
• Acquires net new assets to achieve targeted AUM
• Generates revenue to meet agreed upon goals
• Seeks referrals from existing clients
• Develops and maintains good relationships with clients
• Achieves returns on clients portfolio according to their needs and expectations
• Effectively interacts with network and available internal resources to provide solutions to meet client needs
• Continuously develops own product knowledge
• Delivers, monitors and reviews solutions to clients based on clients investment profile
• Complies with regulations, policies and guidelines
• Highlights, mitigates and protects the bank against credit, legal, reputation and other risks
• Minimize errors in transaction execution and service delivery
• Review and respond to AML transaction monitoring queries on transactions highlighted
• Conduct periodic and timely reviews of clients accounts
• Attend mandatory compliance and other trainings
• Alert team lead, market head and compliance of any suspicious transactions

KEY MEASURABLES

• Client satisfaction and loyalty
• Client portfolio performance
• Net new assets
• Revenue
• Return on assets
• Quality and sustainability of AUM and revenue
• Diversity of productengagement
• Positive/Negative feedbacks from all stakeholders
• Referrals from existing clients
• Conversion ratio from prospects to clients
• Operation loss, compliance & breaches
• Housekeeping, including quality and timeliness of requisite documentations
• Client attrition

KEY COMPETENCIES

• Degree from a reputed university
• Minimum 5 years marketing experience in Banking industry
• Key stakeholders are mostly Mandarin speaking hence proficiency in Mandarin is essential
• Knowledge and hands-on experience in private banking business, including customer segments and products
• Appropriate qualifications to advise/sell investment and other products.
• Excellent communication and negotiation skills with the ability to influence outcomes