Senior Wealth Manager - Bank

- Accountable for achieving monthly & annual sales targets, as agreed.

- Ensure proper implementation & execution of relationship management & investment advisory strategies.

- Ensure proper sales spread between products.

- Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.

- Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.

- Ensure highest levels of customer satisfaction.

- Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers.

- Ensure service levels are constantly improving.

- Meet Customer Migration targets.