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Senior Client Acquisition Specialist
2 weeks ago
We are seeking a seasoned Relationship Manager to drive business growth by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention.
The ideal candidate will stay abreast of market trends and competitor activities, continually enhancing service levels and operational efficiency.
This is an opportunity to build our foundation, while fostering your career development and training opportunities.
As a Business Growth Strategist, you will be responsible for:
- Generating and maintaining business to achieve sales targets
- Sourcing, calling, and presenting bank products/services/investment opportunities
- Building an information database on existing high-net-worth clients
- Implementing cross-selling and other relationship-building activities
- Conducting professional consultative financial analysis and profiling sessions with high-net-worth clients
- Participating in promotional activities/events for client acquisition
You can expect from joining our team:
- Career development and training opportunities
- Competitive salary package and benefits
- Performance-based incentives and recognition programs
- Opportunity to work with industry experts and be mentored by them