We are currently seeking a high calibre professional to join our team as a Premier Wealth Relationship Manager (Onshore) .
In this role you will: - Work closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
- Focus on nurturing and activating portfolio of clients to fund up to Premier Balance
- Encourage and educate clients to adopt a Digital First approach with focus on minimizing in branch activities while educating customers to transition to digital and remote channels (For low value activities)
- Provide premier clients with regular market updates, endeavoring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
- Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions <...