Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits and other retail banking products to potential clients with a starting AUM of > 100k to 499k
Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
Analyse and match customers financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
Proactively cross-sell other banking products and services
