Job Description
To acquire, service and retain clients within the Prestige Banking segment by delivering exceptional relationship management, conducting structured needs analyses and deepening product uptake across lending, transactional and digital banking. The role focuses on proactive portfolio growth, quality client engagement, and the identification of wealth, investment and fiduciary opportunities through collaboration with specialist teams.
Key Responsibilities:
Manage and grow an assigned Prestige client portfolio through proactive engagement, needs‑based conversations and consistent relationship building
Deepen client banking relationships by identifying opportunities across transactional, lending, digital and rewards solutions
Identify wealth, investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants and specialist teams
Conduct structured client reviews to understand financial goals and recommend a...