Key Accountabilities

• Attain the required international wealth management qualifications as per the standards set by CB.
• Conduct wealth management meetings using the structured approached, fact find, risk profile & recommendations.
• Regular financial reviews to maintain relationship & product penetration.
• Provide customers with timely wealth management statements especially during turbulent times.
• Self-study to upskill & build on personal knowledge.
• Acquire new relationships in line with the Bank strategy. Broaden existing relationships through achieving a greater share of the wallet and higher cross sell ratios. 
• Provide highest levels of customer service to new and existing customers and act as the “focal point” to fulfil all needs of customers.
• Conduct regular calls/visits to customers in line with strategy and act as the main point of contact for servicing the customer for their ongoing banking needs. Providing up to date and accurate information, answering inquiries and resolving any issues in the shortest time possible.
• Solicit client feedback on value proposition and for new product ideas and ensure communication of customer feedback to relevant internal stakeholders.
• Leverage insights and data on customer needs and behaviour in order to build deep customer relationships.

Skills

Other Accountabilities

• Prepare regular meetings with portfolio clients to introduce CBQ products and services in order to maximize portfolio revenues and ensure that customers are satisfied with services received.
• Assist in the maintenance of ongoing dialogue with customers to ensure that they are aware of all CBQ products/services relevant to their situation and credit analysis.
• Ensure all walk-in clients whether from own portfolio or other lounges are efficiently served to maintain the Sadara service expectations.
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• Gather information on existing and potential customers; analyse their credit worthiness, credit data compilation and financial information interpretation in order to ensure a continuous workflow with all required information available.
• Profile existing and potential clients in order to identify overall banking needs and thus introduce clients to appropriate new products and services.
• Assist in the development of account plans in a consistent and timely manner in order to swiftly follow-up on identified business opportunities.
• Attain competency in banking tools such as CRM, KAPITI, Digital RM platform, and all other IT solutions to ensure a full customer analysis is carried out to stay abreast of customer needs in advance.