• Source and acquire new clients and engage high net-worth clients to provide financial advice, analysis and solutions to address their financial needs for in-country and cross border.
• Service and grow customer base, assets and account profitability for high-net-worth individuals for in-country and cross border
• Provide personal financial advice and on-going servicing of clients to deepen client relationship and to maximize business opportunities
• Maintain close relationship with existing customers in order to maximize business opportunities and build up referral business
• Manage client relationships by providing advisory services for wealth and asset management offering.

Client Acquisition

• Organize, execute and participate in sales activities and programs
• Solicit new customers or increasing product penetration in existing base to achieve and exceed Bank’s defined goals and revenue
• Participate and support consumer sales marketing activities for customers’ acquisition and retention

Client Servicing

• Strategize and manage client relationships by providing advisory services for wealth and asset management offering.
• Perform ongoing servicing of HNW client accounts and identify any potential opportunities for extending basic and priority banking services.
• Promote the Bank’s products and services       
• Cross-sell to existing bank customers to expand customers’ share of wallet
• Adhering to high service level    
• Promptly attend to customer’s enquiries and other servicing matters

Compliance and Regulations    

• Adhere to banks and regulatory requirements and uphold strong customer service experience
• Ensure sales are conducted in accordance with the internal and external regulatory requirements 
• Ensure all process fully complied with internal /regulatory/client requirement