Client Portfolio Growth: Build, maintain, and deepen long-term, profitable relationships with assigned Priority Banking clients, maximizing share-of-wallet across wealth and personal banking products.
New Client Acquisition: Proactively prospect and recruit New-to-Bank (NTB) High-Net-Worth clients through self-sourcing, client referrals, branch leads, and cross-divisional networking.
Portfolio Health & Retention: Conduct regular portfolio reviews with clients to assess performance against their risk profile and personal financial goals, minimizing attrition and maximizing Assets Under Management (AUM) growth.
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