Premier Banking Partner

A Premier Banking Partner job focuses on managing relationships with high-net-worth clients by providing personalized financial advice, growing their assets, and ensuring customer satisfaction. Key duties include building and deepening client relationships, generating new business to meet sales targets, and managing a client portfolio to achieve growth and stability. The role requires a strong understanding of financial products, excellent customer service, and strict adherence to compliance and risk management policies.

Core responsibilities

• Client relationship management:Build and maintain strong, long-term relationships with premium clients, understanding their financial needs and providing tailored solutions.
• Business development:Proactively identify and acquire new clients to meet sales targets and grow the client base.
• Portfolio management:Manage and enhance a portfolio of clients to increase their share of wallet (deposits, AUM) and achieve revenue growth.
• Customer service:Deliver exceptional service, resolve complaints, and maintain high client satisfaction to ensure retention and loyalty.
• Sales and targets:Achieve defined sales targets for various banking and wealth products.
• Compliance and risk:Ensure all activities are in full compliance with bank policies, procedures, and regulatory requirements, including KYC and AML regulations.
• Financial advice:Advise clients on investment opportunities, such as stocks, bonds, and mutual funds, based on their financial goals.
• Continuous development:Stay informed about global economic trends and continually develop one's own skills and knowledge.