About The Role

Responsible for meeting sales targets through generating revenue on designated customer base
Provide sound investment advice and deliver high customer service standards to Preferred customers
Acquisition of new to Preferred clients through business development network and contacts
Grow, manage and preserve clients’ wealth to ensure customers meet their financial objectives with tailored financial solutions
Establish and strengthen long-term relationships with customers through dedicated services
Cross sell of banking products and services while meeting clients’ financial goals
Strong follow up skills and initiatives to ensure all time sensitive transactions are executed in a timely and accurate fashion
Good grasp of internal processes, procedures, documentation, fees and related terms and conditions of products and services offered by the bank