About this role
- Prospecting (ultra) high-net-worth individuals and securing new relationships to drive growth in Asset Under Management and Gross Revenue.
- Providing tailored financial and investment advice to clients after performing thorough requirement assessments.
- Managing day-to-day client requests and referring any non-private banking needs to the relevant departments within the Bank.
- Ensuring all transactions strictly comply with regulatory frameworks, guidelines, and the Bank’s policies and procedures.