Wealth Officer

Responsibilities: Acquire and manage high-value clients to grow the bank’s deposit and investment portfolio. Provide financial advisory and tailored solutions to HNIs, professionals, SMEs, and corporate clients. Build and maintain strong client relationships through regular engagement and portfolio reviews. Track market interest rates and competitor offerings to support pricing decisions. Cross-sell banking and investment products. Ensure full compliance with KYC, AML/CFT, and internal policies. Prepare periodic reports on client portfolio performance and business development performance reports. Requirements: Bachelor’s Degree in Finance, Banking, Economics, or related field. Minimum of 1–5 years of banking experience, preferably in relationship management or wealth management. Strong knowledge of deposit mobilization, investment products, and financial advisory. Excellent communication, negotiation, and relationship management skills. Strong ethical standards and knowledge of...