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On-site
Experience
Experienced
About the role
This role focuses on growing new business and strengthening relationships with Priority Clients. You will work with the Priority Banking team and branch managers to meet acquisition and sales goals. It suits someone with client acquisition and account management experience who is comfortable with financial products.
What you'll do
Conduct consultative financial analysis and profiling sessions with customers to meet their needs and objectives
Deepen customer relationships by sharing regular market updates and trend analysis on local and international financial products
Work with the PB team manager, branch manager or PTL to draw up monthly plans for achieving or exceeding sales targets and acquisition goals
Take part in marketing and promotional activities for customer acquisition
Source and call on individual prospects
Provide quality and efficient after-sales services
Manage anti-attrition and retention of clients
Organise and conduct sales presentations to groups, clubs, associations, companies and other organisations
Solicit referrals from other parts of the bank, such as RMs from C&I and staff
Display exemplary conduct and live by the Group's Values and Code of Conduct
Take personal responsibility for embedding high standards of ethics, including regulatory and business conduct, across the bank
Understand and ensure compliance with applicable laws, regulations, guidelines and the Group Code of Conduct
Lead to achieve the outcomes set out in the Bank's Conduct Principles
Identify, escalate, mitigate and resolve risk, conduct and compliance matters
Embed the Group's brand and values, and perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures
Good to know
Flexible working options based around home and office locations, with flexible working patterns
Time-off includes annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, combined to 30 days minimum
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
Proactive wellbeing support through Unmind, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
Being part of an inclusive and values driven organisation
Some roles use assessments as part of the recruitment process
Requirements
Client acquisition experience
Account management experience with high-net-worth individuals
Region-specific language expertise
Region-specific client networks and experience
Technical knowledge and expertise in consumer banking products such as Treasury, Equities, Funds and Insurance
Benefits
Competitive salary and benefits to support mental, physical, financial and social wellbeing
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, combined to 30 days minimum
Flexible working options based around home and office locations, with flexible working patterns
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
Apply on the company website
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