Partner - Wealth Management - Banking

Job Description:

- To be responsible for managing Key Clients - HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert).

- In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth.

- Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Bank stays ahead of competitors.

- Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients.

- Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level.

- Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products.

- Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams.

- Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers.

- Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution.

- The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level.

- The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch.