Responsibilities:
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Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services
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Achieving sales targets in line with best practice standards of services and acting as a
“Trusted Advisor”
to the HNW clientele
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Developing a business plan to acquire new client relationships as well as broadening existing client relationships
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Identify and acquire new HNW clients
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Broaden existing client relationships (greater share of wallet, higher cross sell ratios)
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Establish sales and revenue targets for existing and new client relationships
Requirements and skills
:
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Bachelors Degree from a recognized university
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Min 6 years in relationship management and sales of financial/investment products with a leading international / regional private bank. Proven record of building relationships and closing business