The Private Client Group (PCG) caters to high-net-worth and ultra-high-net-worth individuals, and an RM in this division is responsible for managing these client relationships. The role involves providing financial and wealth management services to an exclusive clientele.
Job description
- Maintaining a deep knowledge of company products and services.
- Building and maintaining solid relationships with prospective and existing clients.
- Researching and pursuing new business opportunities.
- Identifying clients' needs and requirements and proposing suitable solutions.
- Providing clients with comprehensive product/service consultations and guiding their decision-making process.
- Upselling and cross-selling products/services to clients.
- Resolving complaints and issues efficiently and in a timely manner.
- Meeting sales/revenue targets.
- Ensuring client satisfaction.