Found Description
Job Summary
- Collaborates with the Retail Banking Group in servicing and deepening existing relationships of high net worth clients of the Bank’s retail branches. Provides the HNW clients of RBG with financial guidance and information on various investment products and Wealth Management services. Acquires new clients for the Wealth Management Group. Assists and supports Relationship Managers (RMs) of the Wealth Management Group in offering financial advices and services to its clients as may be delegated or assigned.
How will you contribute?
- Collaborates with the Retail Banking Group (RBG) branch managers and sales officers in expanding and deepening the Bank’s relationship with the HNW clients of the retail branches by addressing the investment requirements of these clients.
- Systematically plans and schedules calls/visits to the HNW clients of the retail branches together with the RBG branch managers and sales officers to ...