Responsible for acquiring and increasing the Assets Under Management (AUM) for Premier Wealth Banking customers.
Develop and manage relationships with Premier Wealth Banking customers.
Expand wallet share from both existing and new Premier Wealth Banking customers.
Assist clients in establishing wealth portfolios that adapt to market conditions.
Maintain a high level of professional integrity at all times.
Financial
To provide quality wealth advisory services and financial product recommendations to Premier Wealth Banking clients.
To enhance franchise value by cross-selling appropriate Wealth solutions based on advisory based approach.
To expand the Premier Wealth Banking Clients Franciseby acquiring new Premier Wealth Banking Clients via contacts, referrals and marketing initiatives.
Service
To provide excellent cus...
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