Affluent manager/ Sr affluent manager - wealth management

You will be responsible for generating new business to achieve defined sales targets and building and deepening relationships with existing Wealth Customers to increase share of wallet and revenues. Providing professional customer service to achieve a high percentage of customer satisfaction and retention will be a key aspect of your role. As an Affluent Manager/Sr. Affluent Manager in Wealth Management, you will need to ensure ongoing self-development, manage the portfolio to de-risk against attrition, and achieve stability of book. It will be essential to have complete knowledge of the customer base in terms of profile, demographics, psychographics, and assets in the Bank and elsewhere. In terms of sales, you will be expected to achieve targets set in product mix, maximize sales process efficacy, and meet budgeted cross-sell targets. Developing aggressive sales call plans to acquire large prospective customers through referrals and ensuring coverage of the customer base in accordance with the Group approved Relationship Matrix will be crucial. Integration management will require you to manage customer transitions with sensitivity, maintain awareness of policies and procedures related to money laundering prevention, and ensure compliance with these policies on an ongoing basis. Any suspicious transaction must be reported immediately to the supervising officer. Desired skills and expertise for this role include being a strong team player with the ability to work on your own initiative, excellent communication skills, client focus, and negotiation skills. You should also possess good presentation skills and have a sound knowledge of client relationship management systems and wealth products & services.,