Drive new business, deepen existing Priority Client relationships, and deliver high service standards.

Key Responsibilities:

• Conduct consultative financial profiling to meet client needs.
• Provide market updates and financial product insights.
• Plan and achieve sales & acquisition targets with team manager.
• Participate in marketing and client acquisition activities.
• Offer efficient after-sales support and ensure client retention.
• Deliver group sales presentations and generate internal referrals.

Regulatory & Conduct:

• Uphold the highest ethical standards and comply with all regulations.
• Act as a role model for conduct and risk management practices.

Technical Skills:

• Client acquisition and HNW account management experience.
• Strong knowledge of consumer banking products (Treasury, Funds, Insurance, etc.)
• Minimum 2 years of market experience.

Customer Focus | Collaboration | Decision Quality | Strategic Mindset | Trust | Agility | Leadership