The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
Single touch point to serve the high net-worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
Source for prospective clients (Personal, Priority and Business Banking) for mortgage loans through alliance tie-ups such as real estate agents, mortgage brokers, developers & lawyers.
The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
Managing key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.