Managing Director / Executive Director - Private Banking Relationship

• To promote the business of investment advisory/ private banking in the identified target markets.
• Initiating and cultivating target client relationships for the firm. Introduce, develop, retain and expand profitable relationships.
• The primary focus will be to build an effective relationship with the clients and to advise them on financial products / Investment Portfolio in accordance with their investment profile/ needs.
• Manage client expectations throughout the transaction.
• Be knowledgeable and familiar with the application systems, the product platforms and the range of products and services that can be offered.
• Work closely with booking centres in successfully offering products that enhance the client's total banking relationships.
• Demonstrates strong client servicing skills including collaboration, rapport building, influencing and consensus building skills. Maintain a good presentation skills and negotiation skills.
• Deliver on the business plan targets on AUMs and revenues whilst maintaining the highest quality standards.