Provide an industry leading client service experience through assisting and supporting aspects of the development and expansion of new and existing client relationships.Help generate 2m+ in balance growth each month through sales, marketing, promotion, and referral of products.

Responsible for retaining and growing the client relationship. Accountable for exceeding clients’ expectations for asset accumulation, preservation and growth.Main point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending.

Partnered with our specialist by referral to help ensure our clients gained access to experts that can help them with specialized financial needs.