About this role
Job Posting
- Identify, acquire and onboard high-net-worth individuals and affluent customers to grow the Bank's customer base and deposit portfolio.
- Develop and maintain strong relationships with HNI customers, serving as their primary point of contact for their banking and financial needs.
- Deliver personalised private banking services, providing tailored financial solutions, dedicated relationship support and priority banking services in line with individual customer needs and preferences.
- Coordinate concierge services for HNI customers, including facilitating access to lifestyle, travel, hospitality, healthcare and other premium services through approved service providers and strategic partnerships.
- Provide bespoke banking experiences, ensuring priority service, discretion, confidentiality and seamless resolution of customer requests.
- Drive deposit mobilisation, investment placements, loan referrals and other revenue-generating opportunities within the HNI segment.
- Identify customer needs and recommend tailored financial products and services, including savings, fixed deposits, investments, loans and other banking solutions.
- Develop and execute strategies to grow existing customer portfolios, deepen relationships and improve customer retention.
- Monitor customer portfolios, track deposit balances and identify opportunities for increased wallet share.
- Conduct regular customer engagement and relationship reviews to understand changing financial and lifestyle needs and identify business opportunities.
- Proactively anticipate customers' financial and lifestyle needs and recommend relevant banking solutions and value-added services.
- Build and maintain relationships with premium service providers and partners to enhance the Bank's private banking and concierge service offerings.
- Provide personalised and proactive customer service, ensuring prompt resolution of enquiries, complaints and service requests.
- Collaborate with internal teams, including Credit, Operations, Treasury, Compliance and Risk Management, to ensure seamless service delivery.
- Ensure proper customer onboarding, KYC documentation, transaction monitoring and compliance with AML/CFT requirements.
- Prepare periodic reports on customer acquisition, deposit mobilisation, portfolio growth, revenue generation and other assigned performance indicators.
- Monitor market trends and competitor offerings to identify opportunities for improving the Bank's HNI and private banking proposition.
- Ensure the delivery of consistent, high-quality service across all customer touchpoints, maintaining the Bank's standards for premium customer experience.
Qualifications and Experience
- Bachelor's Degree in Finance, Accounting, Economics, Business Administration or a related discipline.
- Minimum of 5 years' experience in banking, relationship management, private banking.
- Experience managing affluent or high-net-worth customer portfolios is an added advantage.
- Experience in luxury client servicing, concierge services or premium customer experience will be an added advantage.
- Professional banking or financial services certifications will be an advantage.
Application Closing Date
31st December, 2026.