Education and Qualifications

• Bachelor’s degree in Business, Finance, Economics, Banking, or a related field.
  

• Professional qualifications such as CFA, CPA, ACCA, CIB, or CISI.
  

• Certification in Wealth Management, Investment Advisory, or Relationship Management.
  

• Minimum 5–7 years’ experience in Relationship Management, Private Banking, Wealth Management, or Corporate Banking.
  

• Proven experience managing HNI or affluent client portfolios.
  

• Strong track record in sales, portfolio growth, and client retention within the financial services industry.
  

• To be the first point of contact for clients for the allocated portfolio
  

• Proactively onboard and engage existing clients on the Group’s offering, educate on new changes in the bank/industry and share advisory communication.
  

• Deliver deposit, loans, investment, insurance and revenue targets.
  

• Leverage the ecosystem opportunities across all business segments to target quality business and grow value.
  

Customer Excellence

• Digitize and cross sell to increase product holding to a minimum of 4 (Save, Invest, Borrow & Insure)
  

• 100% CRM utilization on service, sales pipeline and client contact program.
  

• Ensure correct carding of clients in the portfolio with minimum utilization of 75%.
  

• Achieve best bank in HNI Banking in the country measured by wallet size growth, customer satisfaction score and NPS rating.
  

• Migrate transactions to digital channels – minimum of 60%.
  

People

• Team spirit and stakeholders’ management
  
• Efficient management of resources to deliver timely services to clients professionally.
  
• Training and personal development
  

Internal Processes, Risk and Compliance

• Ensure compliance with KYC, AML, legal, regulatory and any other governance requirements in acquisition and management of clients.
  
• Comply with all the Group’s and Subsidiary policies and procedures.
  
• Satisfactory portfolio audit