Senior Manager - Private Banking Acquisition

In this role, your key responsibilities include :

• Support in the engagement and building of strong synergies with different internal and external channels in order to develop strong Acquisition strategies in identifying potential New to Bank (NTB) prospects

• Drive internal and external referral ecosystem in order to generate NTB leads to help acquire referred clients to Private Banking
• Attract NTB clients and capture client service synergies in order to achieve assigned targets and contribute to the bottom line profitability of the department
• Onboard clients directly to Private Banking, complete onboarding process, make sure initial funding/Assets Under Management (AUM) Transfer, etc to ensure compliance to internal policy and process

Looking to get Placed? Try our Placement Guarantee Plan

Get Hired
• Manage the smooth handover of a relationship to a Private Banking Relationship Manager and work closely with them as and when required to ensure customer satisfaction
• Provide feedback to internal specialists on product solutions in order to support the development of effective wealth management solutions for clients
• Identify cross-selling opportunities and proactively interact with internal resources in order to provide product solutions for clients