Meet annual goals / budgets set by manager for self
Develop existing and new relationships
Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
Cultivate and manage relationships with other areas of the Bank to promote cross-selling
Ensure product documentation including credit facilities is at all times correct and appropriate
Maintain good level of knowledge of the Bank's systems and regulatory environment
Financial Security
Ensure compliance with Bank's policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures, and the summary of responsibilities list attached hereto
Control Aspect
Direct contribution to the Bank's operational permanent control framework
Responsible for the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
Comply with regulatory requirements and internal guidelines
Responsible for ensuring direct reports comply with regulatory requirements and internal guidelines
Responsible for reporting all incidents according to the Incident Management System
Qualifications - External
University degree
Relevant banking experience
Must fulfill the fit and proper criteria of relevant regulators
Must fulfill the CACS requirements
Client-focused with excellent interpersonal and communication skills
A team player with good initiative and team spirit
