About the role:
The Premier Financial Consultant serves as the primary point of contact for a portfolio of the global expat Premier Clients.
Key Responsibilities:
- Ensure world class client service and performance while serving as the primary point of contact for the personal banking and wealth needs for your portfolio of expat clients.
- Build and nurture strong, long-lasting relationships with your portfolio of clients, understanding their financial goals and providing tailored solutions to meet their needs.
- Develop and implement strategies to increase the value of existing client portfolios, proactively identifying wealth needs and services to maximize client satisfaction and retention, as well as business performance.
- Forge strong relationship with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues.
Key skills and experience:
- Experience working in relevant environments - retail banking, relationship management, front office.
- Deliver outstanding customer service while proactively seeking innovative ways to improve this service.
- Strong organisational skills are vital – able to effectively make outbound contact from a portfolio of clients whilst handling inbound queries.
- Strong understanding of the regulatory frameworks and compliance requirements associated with financial services, including consumer duty.
- Excellent interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth individuals and institutional clients.