Affluent Relationship Manager - Wealth Management

Description :

Primary Responsibility :

Roles & Responsibilities :

- Managed portfolio of high-net-worth clients under Solitaire Programme, enhancing wealth and financial advisory.

- Acquired new-to-bank high-value customers monthly, boosting branch revenue and portfolio

diversification.

- Consistently surpassed monthly and quarterly sales targets through cross-selling banking and investment products.

- Conducted comprehensive portfolio reviews to align products with customer financial goals.

- Delivered tailored investment and insurance solutions based on client risk profiles and market trends.

- Transitioned portfolio clients to digital banking platforms, increasing app adoption and

reducing in-branch visits.

- Focused on deepening portfolios by increasing average balances and promoting long-term investment products