• Serve a designated portfolio of accounts in the Private Banking business segment• Develop the portfolio by prospecting new clients, cross-selling, and offering suitable corporate banking services to existing customers.• Achieve various individual business targets and contribute to the performance of the team.• Prepare credit proposals in accordance with delegated authority.• Conduct regular reviews and take proactive measures to ensure credit quality.• Provide guidance, coaching, and support for junior teammates.

• Recruit, supervise, retain, evaluate, and compensate the manager.• Provide directions for the organization.• Establish a policy-based governance system.• Govern the organization and the relationship with the CEO.• Fiduciary duty to protect the organization’s assets and member’s investment.• Monitor and control function.

• Provide “Wealth Management” solutions/advice to High Net Worth Individuals.• Find, Attract, and Win new clients.• Nurture and retain existing clients and entice former clients back into the Bank.• Continuously develop relationships with a portfolio of clients.• Provide a “Single Point of entry” into the Bank with efficient access to a network of specialists.• Act as a Personal Wealth Manager; draw up a comprehensive asset strategy that reflects the dynamic between personal and business assets. • Maximize client assets and revenues from its AUM (Asset Under Management).

• Prepare financial statements for the branch.• Manage employees and lead day-to-day responsibilities.• Recruit and interview new employees.• Assist with customer service to ensure overall customer satisfaction.• Oversee reports for budgets and financial reports.• Create plans and forecasts that are built to fit future needs.• Work to grow business and customer acquisition.

• Maintain good relationships with clients so that the business can maximize the value of those relationships.• Identify key contacts at potential client companies to establish and foster relationships.• Participate in one-on-one meetings with clients to explain services to guide their choices.• Understand the problems and challenges of clients and identify ways the business could better address those needs.• Grow the business by identifying new sales and business development opportunities.• Seek opportunities to cross-sell or upsell to existing clients.• Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.• Provide excellent service to maintain a positive reputation for the business.• Resolve any customer complaints promptly and professionally.• Set revenue targets and develop and execute a strategy to meet them.

• Maintaining a positive, empathetic, and professional attitude toward customers at all times.• Responding promptly to customer inquiries.• Communicating with customers through various channels.• Acknowledging and resolving customer complaints.• Knowing our products inside and out so that you can answer questions.• Processing orders, forms, applications, and requests.• Keeping records of customer interactions, transactions, comments, and complaints.• Communicating and coordinating with colleagues as necessary.• Providing feedback on the efficiency of the customer service process.• Managing a team of junior customer service representatives.• Ensure customer satisfaction and provide professional customer support.