Senior Wealth Manager at ABK

ABK Career
ABK Career

Job Description

  • Manage relationships with high-net-worth clients through fully understanding the client’s circumstances and investment appetite to ensure superior financial management is provided.
  • Achieve the financial targets as per wealth Management department strategy, objectives & products applied and worked on with the relationship managers team.
  • Sales opportunities:Seizing and utilizing opportunities to cross sell additional products and services to the existing Clients.
  • Obtaining referrals and approaching them ensuring new opportunities are always flowing.
  • Priority customers Maintain strong and in-depth relationships with priority customers and refer sales opportunities to Premium Banking team.Customer service Deliver superior high quality customer service.
  • exceeding satisfaction goals by always responding to customer enquiries and that their issues are always identified and handled.
  • Customer transactions Support CSRs in customer transactions.
  • ensure transactions are promptly logged and all appropriate documents are completed and up to date.

Job Requirements

  • Minimum of 7 years in a branch role, typically CSR & Sales experience.

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