Wealth Sales Specialist
5 days ago
Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank.
Our Vision
Our vision is to leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice.
Responsibilities:
• Managing key relationships with existing and potential customers and providing sound advice in the effective management of their finances in view of portfolio expansion.
• Acquiring and deepening relationships with New to Bank Priority Bank Clients to identify business opportunities related to own core business products or refer to supporting channels.
• Marketing and promoting a wide range of banking products and services to potential clients with a starting Asset under Management (AUM) of > 250k and above.
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Wealth Sales Specialist
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