- Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customers- Ability to communicate with HNW clients to structure advise based on client needs- Ability 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 sales- Enhance 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 clients- Maintain a superior customer service experience for clients including pre-empting issues and proactive servicing.- Minimize customer attritionMaintain proactive client contact