Managing the Highest Net worth clients in term of deposits and lending.Maximize profitability through portfolio growth.Manage daily needs and finances of clients.Track wealth customer's inflows and outflows on a daily basis and contact customers to seek information behind unexpected behaviors.Coach, mentor and monitor sub reporting staff on sales opportunities and achievements, lead team huddles & manage activities.Assist priority cluster head in training new generations of wealth managers being the most seasoned and senior within the wealth sales force.Attend meetings with segment management to address priority customers needed services and products.

Providing professional and high quality service beyond customers expectationsBuild and deepen relationships with existing customers to achieve increase in share of wallet and revenuesCross sell bank products to achieve branch goal and increase customer bas and revenue

Selling bank products and services Develop opportunities to increase sales productionReceive, handle and resolve customer complaints in a timely manner to maintain and increase customer satisfactionProvide frequent feedback to direct managers on the accomplishments, detailed activity report and sales