Responsibilities

• Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement; this is achieved through an in-depth analysis of the client’s balance sheet so as to identify opportunities and match these opportunities to products/ solutions provided by the group.
• Monitor the delivery of different groups (Wealth, Lending, and Transactional) as well as other specialist product and service providers against the customer plan.
• Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
• Manage customer migration between segments, sub-segments and the Private Banking business.
• Proactively and timeously identifies potential problem accounts and formulates appropriate risk mitigating strategies
• Understand clients’ risk profiles and maximizes the ‘risk vs. reward’ balance for individual clients by optimizing product mix
• Comply with rules, regulations, and legislation governing the financial services industry.