JOB DESCRIPTION

Client Origination & Relationship Coverage:

• Acquire new clients within the affluent, high-net-worth, and ultra-high-net-worth segments in accordance with established banking and wealth eligibility criteria.

• Manage and grow existing client relationships through structured coverage, proactive engagement, and consistent service delivery.

• Adopt an advisory-led approach by understanding clients’ financial positions, investment objectives, and risk tolerances.

• Drive business development through referrals, professional networks, client events, internal partnerships, and coordinated marketing initiatives across domestic and international locations.

Wealth Management & Banking Solutions:

• Distribute a broad range of investment, protection, and advisory products, including capital market instruments, structured investments, funds, and bancassurance solutions, aligned with client needs and suitability requirements.

• Originate and cross-sell core banking products such as deposits, lending facilities, and property financing, ensuring solutions are appropriate to each client’s financial profile.

• Partner with internal investment advisors, product teams, and credit specialists to structure customised banking and wealth solutions.

International Business & Market Coverage:

• Utilise the bank’s regional and international presence to identify cross-border opportunities and support clients with offshore wealth, investment, and financing requirements.

• Monitor market conditions, regulatory developments, and competitor offerings to ensure effective positioning of banking and wealth propositions.

Client Onboarding, Compliance & Controls:

• Oversee the full client onboarding lifecycle, ensuring completion of account opening documentation, due diligence, and KYC requirements in line with regulatory standards.

• Maintain strict adherence to internal policies, compliance frameworks, and risk management procedures governing client relationships.

Revenue Growth & Performance Management:

• Achieve assigned targets across client acquisition, assets under management, lending volumes, and fee income.

• Track portfolio performance, identify growth opportunities, and take corrective actions to enhance business outcomes.

• Deepen client relationships through effective cross-selling to maximise long-term revenue and client lifetime value.

Professional Representation & Client Advocacy:

• Represent the bank at client engagements, industry events, and networking forums to strengthen market presence and generate new business opportunities.

• Deliver a high standard of client service by anticipating evolving needs, supporting retention, referrals, and sustained relationship growth.

YOUR PROFILE

• You have at least 2-3 years of experience in wealth management, priority banking or private banking.

• You possess a strong understanding of wealth management products, private banking services, and liability solutions.

• You can source new clients and build long-term and profitable relationships with priveledge segment clients, HNWI and UHNWI.

• You have strong interpersonal and communication skills, and are able to engage clients in a professional, confident, and approachable manner.

• You have excellent understanding of the regulatory environment and compliance requirements in WM.

• You possess strong analytical skills and are attentive to detail, with a high degree of self-motivation, and a focus on achieving the defined targets.