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The Customer Wealth Manager plays a pivotal role in managing and growing the bank's affluent customer segment. Key responsibilities include implementing customer acquisition, migration, and retention strategies to drive business growth.
Key Accountabilities- Client Engagement: Develop and maintain strong relationships with high net worth clients to increase wallet share while minimizing attrition.
- Business Growth: Focus on delivering profitability through a mix of deposit and fee income products.
- Customer Acquisition: Grow the number of customers through targeted marketing campaigns and partnerships.
- Collaboration: Work closely with branch partners to upgrade and grow the affluent client segment.