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High Net Worth Account Manager
3 weeks ago
A high-net-worth account manager is needed to manage and develop a portfolio of premium clients.
About the PositionThe successful candidate will be responsible for generating new business opportunities, broadening and deepening relationships with existing premium clients, assessing the quality and potential of new and existing relationships, and ensuring adherence to service standards.
- Develop and implement strategies to generate new business opportunities;
- Broaden and deepen relationships with existing premium clients;
- Stay up-to-date with global economic policies and trends;
- Be knowledgeable about various investment products and services;
- Offer tailored solutions to meet each client's risk profile and financial goals;
- Be aware of market competition to provide unbiased information on various products;
- Manage an incremental portfolio of relationships; liabilities, assets under management, and accounts;
- Adhere to all laid guidelines on flexible working hours;
- Ensure portfolio coverage at least once every 60-day cycle through face-to-face meetings;
- Attend team meetings for performance reviews as scheduled and nominated;
- Ensure all trainings and certifications (internal and external) are attended and cleared/passed;
- To ensure non-traditional business acquisition through corporate presentations, events, etc.
