The purpose of the role is to maximize new business/acquisition/referral opportunities and deepen existing customer relationships to the specified service standards for the Personal Clients segment. The role involves conducting professional financial analysis and profiling sessions with customers, fostering and deepening customer relationships, and providing quality after-sales services.
Requirements
- 2+ years of experience in client acquisition
- Experience in account management is preferred
- Knowledge in banking products like treasury, equities, funds, insurance, etc.
- RNF and CFMAS is mandatory
Benefits
- Core bank funding for retirement savings
- Medical and life insurance
- Flexible and voluntary benefits available in some locations
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days)
- Flexible working options based around home and office locations, with flexible working patterns
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform
- Development courses for resilience and other human skills
- Global Employee Assistance Programme
- Sick leave
- Mental health first-aiders
- Self-help toolkits
- Continuous learning culture to support growth, with opportunities to reskill and upskill