- Bring in and hunt new ultra high net worth clients for the bank.
- Take care of the client's investment and wealth planning needs by working together with other teams including investment counsellors, product specialists, credit, trust, etc.
- Cross-sell the bank's universal platform and other products including but not limited to investment banking (IPO, placement, blocks, DCM, share-backed financing, equity monetization, etc), asset management, prime brokerage, etc.