Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team.
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
Work with Product Owner, Investment Consultant to offer proactive and personalized financial services to the affluent segment customer.
To support Centre Manager in promoting and developing market presence, this will ultimately deliver the individual jobholder's target and support overall target.
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