Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customersAbility to communicate with HNW clients to structure advise based on client needsAbility to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities.Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior Safeguard banks reputation by ensuring ethical professional behavior at all times before/during after salesEnhance market profile and awareness.Achieve revenue goals, sales & portfolio growth targets across a range of products & services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)Acquire ‘new to bank’ NHW clientsMaintain a superior customer service experience for clients including pre-empting issues and proactive servicing.Minimize customer attritionMaintain proactive client contact