Premier Banker
Core
Proactively manage a portfolio of clients to achieve revenue targets, grow the client base, and deliver exceptional financial solutions.
Role type
Premier Banker
Builds
Client relationships and revenue streams
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client portfolio management, revenue target achievement, new client acquisition, cross-selling, sales presentation, sales diary management, transaction monitoring, regulatory compliance
Preferred skills
Short and Long Certificate of Proficiency