Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will acquire and upgrade Treasures clients, grow their assets under management, and deepen relationships through cross-selling and up-selling. You will activate digital banking channels, conduct portfolio reviews with specialists, resolve queries and complaints, and provide market feedback. You will maintain due diligence, risk reviews, regulatory compliance, and client service standards while supporting branch objectives and client-engagement events.
Responsibilities
- Acquire and upgrade Treasures clients
- Grow assets under management and deepen client wallet share
- Achieve monthly and annual volume and revenue objectives
- Activate digital banking channels and grow savings books
- Implement product strategies through relationship management
- Build client trust and loyalty through lifestyle and banking propositions
- Deliver customer service and uphold service standards
- Ensure compliance, timely risk reviews, and due diligence during client onboarding
- Conduct portfolio reviews with wealth, investment, and insurance specialists
- Resolve customer queries and complaints within agreed timelines
- Provide feedback on markets, competition, products, and improvement ideas
- Organize client-engagement events for prospect generation and relationship building