01Overview
Client Management/ Servicing: Serve as a dedicated single point of contact for 75-100 HNWI clients
Portfolio management : Review individual account relationships to determine the banking and investment needs of clients
Identify the risk profile of the customer
Identify potential investment products for clients
Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank-related services
Product Advice : Leverage product experts to generate product-specific investment ideas for clients
Processes : Ensure proper documentation for smooth transaction execution and customer service
Ensure advisory processes are consistent with defined compliance norms
Prepare KYC reports of client
Knowledge : Build knowledge on available products Coordinate with IAG/Product/research group
Client Acquisition : Create and maintain specific business and marketing plan for existing/new customers
Leverage networks, partnership, and sources of leads and referrals to access prospective clients
Interact with internal referral sources to recognize qualified prospects and referral opportunities
Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminars etc.)
Refer clients seeking business advisory services to corporate banking/capital markets team
Actively cross-sell / provide referrals to other Group Business Units/ Product groups .
