Introduces the Bank and its banking services to prospective clients.
Provides support to Relationship Manager to achieve their business goals such as NNA / Revenue targets.
Markets and provides comprehensive private banking services to meet varied wealth management needs.
Performs KYC / AML due diligence on clients in compliance with the Bank’s general directive and ongoing periodic review from time to time.
Go through the Investment Risk Profile Questionnaire with clients at time of account opening as well as ongoing periodic review to ensure and update clients’ investment product suitability, risk tolerance and investment experience from time to time.
Liaises and coordinates with the Bank’s investment units, . Treasury Department and Global Product Unit for passing on product information and markets commentary to clients from time to time.
Closely monitor clients’ portfolio and account ...