Key Responsibilities

• HNI Client Acquisition: Identify, prospect and onboard high-net-worth individuals, entrepreneurs, business executives and other affluent clients to grow the Bank’s HNI portfolio.
• Relationship Management: Build and maintain strong, long-term relationships with HNI clients, serving as their primary point of contact and providing personalised financial solutions.
• Private Banking Services: Provide tailored private banking solutions, including premium deposit products, investment opportunities, wealth management referrals, credit facilities and other bespoke financial services.
• Portfolio Growth: Drive growth in deposits, investments, loans and other revenue-generating products within the assigned HNI portfolio.
• Client Advisory: Understand clients’ financial goals, lifestyle needs and investment preferences and recommend appropriate banking and financial solutions.
• Concierge Services: Coordinate personalised services and lifestyle support for HNI clients, including priority banking, travel assistance, exclusive event access, payment coordination and other value-added services.

Key Performance Indicators (KPIs)

• HNI client acquisition and retention.
• Growth in HNI deposits and investment portfolio.
• Revenue generated from assigned clients.
• Cross-selling and product penetration.
• Client satisfaction and service delivery.
• Portfolio quality and risk management.
• Compliance with KYC and AML/CFT requirements.
• Achievement of assigned business development targets.