Job Summary Lead the Bank’s Affluent client growth strategy by utilising the Affluent client value proposition to acquire New to Bank (NTB) Affluent clients.
Strategy - Deliver the Bank’s agenda to grow high net worth individual clients by acquiring high value new to bank clients in the Priority Private segment.
- Present the Bank’s high net worth offering to prospective clients.
- Utilise leads sourced via strategic partnerships, alliances, targeted lists, campaigns, sales camps and product launches.
- Interact with prospective clients at industry events, sales camps, networking seminars and client referrals.
- Activate NTB clients, set up and educate clients on remote channel usage (Online, Mobile, Contact Centre) and ensure smooth hand‑over to assigned Priority Banking Teams.
Business - Utilise available resources including the Priority Private proposition, product benefits matching client nee...