Job Purpose
To lead a team of Relationship Managers in growing the Mass Affluent book by providing holistic financial advice and deepen client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs.
Main Responsibilities
- Identify potential new clients and work with them to build relationships with the goal of managing their wealth.
- Grow Mass Affluent portfolio and portfolio management for local and foreign currency of the premier segment
- Develop and manage the strategy of the Mass Affluent clients, and ensure smooth execution.
- Develop and implement tactical market plans in support of Mass Affluent strategy.
- Together with Retail Products team, formulate client relationship deepening models for customer upgrade strategies including relationship pricing and differentiated product pricing models
- Implement mass affluent customer engagement and portfolio strategy to drive product penetration and profitability.
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