Acquisition of new high-value clients in line with laid down target market criteria.
Proactively develop client relationships, anticipate, and provide solutions to client needs and give high priority to client satisfaction, with responsibility for meeting or exceeding agreed performance targets and objectives.
Ensure financial performance across assigned targets for liability, assets & wealth management products.
Ensure that client instructions are duly effected by applying all standard checks and controls in coordination with other departments.
Achieve a high level of knowledge of Premier Banking products and services by keeping up to date with related developments.
Strong understanding of economics and financial markets, focusing on the fixed income and equity space, as well as developments and trends in the global wealth management sector.
Customer Excellence
Handle client queries of day-to-day nature and assist in resolving clients’ problems within the team.
Implement and embody the bank’s RACE-IT culture and principles when dealing with customers.
Ensure excellent service to all Premier clients with zero tolerance for complaints.
Leadership and People Management
Track and provide weekly reports on Portfolio performance at RM level.
Team player – collaborates with other RMs within the segment for increased productivity.
Work closely in line with the Branch & Operations Team to deliver exceptional customer service.
Process, Control, and Operational Performance
Ensure full adherence to Operational Risk and Compliance guidelines e.g., KYC and anti-money laundering measures.
Constantly monitor credit portfolio to ensure maximum of 3% NPL. If higher, take remedial actions to regularize.
Strategic Initiatives
Implement the communicated strategic initiatives that will create business growth.