The Personal Wealth Executive supports the Personal Banking business by providing financial advisory and investment solutions to mass-market customers. The role focuses on client relationship management, financial planning, and achieving sales objectives while ensuring full compliance with regulatory and internal requirements.
Financial Advisory & Investment Solutions
- Provide financial advisory services tailored to the financial planning needs of mass-market clients.
- Recommend suitable investment and wealth solutions based on client profiles and objectives.
- Deliver prudent and needs-based financial planning advice.
Sales Performance & Target Achievement
- Achieve individual sales targets across assigned wealth and banking products.
- Execute end-to-end sales processes accurately and within required timelines.
- Drive revenue growth through effective portfolio and opportunity management.
Client Relationship Management
- Develop and deepen long-term relationships with assigned clients.
- Understand client needs to provide ongoing advisory support and cross-solution opportunities.
- Maintain high service standards to enhance client experience and retention.
Compliance & Governance
- Ensure proper advisory procedures and documentation are completed accurately.
- Adhere strictly to internal policies, business processes, and regulatory requirements such as FAA and related statutory acts.
- Support audit and compliance reviews through proper record keeping.
Operational Discipline & Execution
- Manage client engagements independently while meeting quality and compliance standards.
- Demonstrate ownership and accountability in executing assigned responsibilities.
- Contribute to business objectives through disciplined execution and proactive planning.
Experience & Qualifications
- Recognised university degree.
- Self-driven and results-oriented with the ability to perform effectively with minimal supervision.
- Demonstrated ability to consistently achieve sales targets.
- Resourceful and adaptable in a fast-paced banking environment.
