PREMIUM ACQUISITION MANAGER

A Premium Acquisition Manager focuses on acquiring high-net-worth (HNW) clients for financial institutions, often within the wealth management or priority banking space. This role involves developing and implementing strategies to attract new premium customers, building relationships with existing clients to increase sales and revenue, and analyzing market trends. The manager also ensures a smooth transition of new clients to relationship managers and promotes cross-selling of products.
Key Responsibilities:
1>>Client Acquisition:
Identify and acquire new premium customers through various channels, including networking, referrals, and targeted marketing campaigns.
2>>Relationship Building:
Develop and maintain strong relationships with existing premium clients to deepen engagement and increase their “share of wallet”.
3>>Sales and Revenue Generation:
Achieve acquisition targets and contribute to overall revenue growth by promoting and selling a range of financial products and services.
4>>Cross-selling and Up-selling:
Identify opportunities to cross-sell additional products and services to existing clients, expanding their relationship with the institution.
5>>Client Management:
Ensure a positive onboarding experience for new clients and manage their relationship until handover to dedicated relationship managers.
6>>Market Analysis:
Monitor market trends, competitor activity, and customer behavior to identify new business opportunities and refine acquisition strategies.
7>>Collaboration:
Work closely with other teams, such as sales, marketing, and operations, to achieve business objectives and ensure seamless client servicing.
8>>Performance Monitoring:
Track and analyze key performance indicators (KPIs) related to customer acquisition, revenue generation, and client satisfaction.
9>>Compliance and Risk Management:
Ensure all activities comply with relevant regulations and internal policies.
>>>>Skills and Qualifications:
1>>Sales and Relationship Management:
Proven ability to build and maintain strong client relationships, with a customer-centric approach.
Communication and Interpersonal Skills:
Excellent communication and interpersonal skills to effectively interact with clients and internal stakeholders.
2>>Financial Acumen:
Strong understanding of financial products and services, particularly those relevant to high-net-worth individuals.
3>>Analytical Skills:
Ability to analyze market trends, customer data, and performance metrics to identify opportunities and make data-driven decisions.
4>>Negotiation and Persuasion:
Ability to negotiate effectively and persuade clients to choose the institution’s products and services.
5>>Problem-Solving:
Proactive approach to identifying and resolving issues that may arise during the client acquisition and relationship management process.
6>>Leadership and Teamwork:
Ability to work effectively as part of a team and potentially lead and mentor junior team members.
7>>Knowledge of Local Market Dynamics:
Understanding of the local market and customer preferences in the specific region.

PRODUCT:CASA/LIABILITIES