The
Wealth Acquisitions Manager is responsible for acquiring new-to-bank deposit clients with at least USD 100,000 in assets under management for UnionBank Wealth Management Business serving affluent individuals. This role uncovers client needs, aligns clients with suitable banking solutions, and connects clients to investment and insurance brokerage partners to help them achieve their financial goals.
Duties And Responsibilities
- Acquire new-to-bank clients for the Wealth Management arm of the bank
- Refer new clients to the investment team for risk profiling and financial needs analysis
- Ensure strong controls throughout the entire account opening process
- Deliver a remarkable experience to clients at every touchpoint
- Collaborate effectively with internal partners and operate as a strong team player
Key Performance Indicator
- Consistent delivery of required Wealth new-to-bank accounts and new-to-investment conversions
- Achievement of target prospecting calls to affluent prospects
- Delivery of a superior client experience with zero valid customer complaints
- Strong adherence to controls with no compliance or HR-related cases
Qualifications
- Bachelor's degree in Business or any relevant course
- At least 5 years of sales experience, ideally in wealth management or financial services
- Strong presentation skills
- Client-centric mindset
