Build and maintain relationships with a portfolio of high-net-worth clients. Provide personalized financial advice and solutions, including investment, lending, and wealth management services. Conduct financial needs analysis and develop tailored financial plans. Process banking transactions, such as account openings, loan applications, and fund transfers. Stay up-to-date on financial products, services, and regulations. Meet sales targets and contribute to the overall growth of the bank. Provide excellent customer service and resolve client inquiries. * Collaborate with other departments to ensure client satisfaction.
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