Premier Client Specialist

This role serves as the primary client contact for uncovering financial needs and delivering holistic banking and investment solutions in compliance with regulatory policies. The position focuses on new client acquisition, growing assets under management, increasing investment penetration, and cultivating strategic Relationships with key stakeholders to influence long-term financial decisions. Candidates will proactively manage assigned customer portfolios, identify sales opportunities, and guide clients on digital platform adoption while adhering to established sales strategies.