Wealth Manager at Mintskill HR Solutions LLP
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Wealth Manager - Sales - BFS (3-12 yrs)
- Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
- Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
- Ensure ongoing self-development.
- Manage the portfolio to de-risk against attrition and achieve stability of book.
- Manage the key performance indicators at the highest level.
- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
- Achieve "best in class" productivity in order to maximize the efficacy of the sales process
- Achieve the budgeted cross sell targets.
