Career Opportunities: RM 

• Establishes and achieves sales and revenue targets for existing and new client relationships
• Serves new and existing affluent clients and institutional relationships in the region by providing them with the full suite of financial products and services
• Provides clients with comprehensive advisory services:
  • Investment advisory: Advising clients related to specific products and services
  • Portfolio advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology
• Acquires new client relationships as well as broadening existing client relationships (greater share of wallet and higher cross sell ratios)
• Focuses on AUM (Asset under management) and footings growth and appropriate assets
• Has all clients’ files updated and ensures that all documents related to clients are available in order to comply to KYC and AML regulations
• Develops comprehensive customized financial plans based on client risk profiles
• Researches competitive offering and solicit client feedback for new product ideas
• Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
• Retains client ownership (strong knowledge of client account, transactions and all issues related to client
• Escalates customer suggestions and concerns to the Prime Senior Relationship Officer and Head of prime
• Submits call report and daily sales report (DSR) to the Prime Senior Relationship Officer and the Head of Prime
• Monitors and supports Prime Assistant Relationship Managers
• Acts as a “Trusted Advisor” to the affluent clients
• Adheres to affluent banking service quality standards
• Complies with affluent banking policies and guidelines
• KEY PERFORMANCE INDICATORS (KPIs)

• Cross-selling ratio: number of products sold per-customer
• Percentage of fee based business
• Average fee based business by customer
• Operating revenue and net income per customer
• Percentage of new customers acquired or lost in period
• Percentage of inactive/zero balance accounts
• Number of customers complaints and the recurrence of the same complaint
• Customer feedback surveys and pulse checks
• Customer satisfaction rate measured through customer satisfaction surveys
• Achievement of individual sales targets and quality targets
• Number of out-dated customers’ profile
• Number of remarks and recurrence of remarks in quality assurance individual reports
• Number of remarks and recurrence of remarks in audit reports
• Number of remarks and recurrence of remarks in compliance reports