Premier Acquisition Manager Sales 0412 5986 1099917

About the role

The Premier Acquisition Manager (CASA) is responsible for acquiring and managing affluent/HNI customers, growing the branch's CASA portfolio, generating revenue through cross-selling wealth and investment products, and developing long-term customer relationships.

What you'll do

• Acquire new Premier/HNI customers for Savings and Current Accounts
• Build and expand the CASA book through customer acquisition activities
• Source customers through referrals, networking, market mapping, and customer outreach programs
• Develop strong relationships with affluent and high-net-worth customers
• Understand customer financial needs and provide suitable banking solutions

What you need

• Sales
• Lead generation
• Negotiation
• Portfolio management
• Product knowledge
• Cross-selling
• Any graduate

Good to have

• Mutual funds
• Wealth management
• KYC
• AML