Sales Director

Responsibilities:

Strategy and Planning

• Actively identify, locate, and acquire preferred clients to onboard and grow the franchise (market neutral)
• Perform end-to-end onboarding activities inclusive of account opening and promote a bank's suite of depository products and services
• Conduct KYC on Ntb clients in accordance to bank's AML guidelines and regulations
• Establish client's source of wealth and funds to match clients profile
• Provide timely and efficient processing on account opening and other onboarding related matters
• Ensure compliance and legal guidelines are adhered to with all internal policies and external regulations
• Engage client to conduct wealth conversation appt with rm as part of the holistic onboarding journey
• Understand client's financial objective, tolerance for risk and able to articulate to rm/specialists for further follow up
• Be knowledgeable about landscap...