Relationship Manager, Premium Banking - Personal Banking
Role Overview
Service clients' banking and financial requirements on time while growing client portfolios and relationships with the bank.
Provide personalized service to high-net-worth clients to develop close relationships, maximize profitable contribution, and retain loyalty.
Enhance wealth management balance sheet sales and revenue while promoting cross-selling of bank products.
Key Skills for This Role
Full Job Posting
Job Purpose
Service clients' banking and financial requirements on time while growing client portfolios and relationships with the bank.
Provide personalized service to high-net-worth clients to develop close relationships, maximize profitable contribution, and retain loyalty.
Enhance wealth management balance sheet sales and revenue while promoting cross-selling of bank products.
Principal Accountabilities
- Optimize the value of the client base through wealth management products and services.
- Communicate with high-net-worth clients, identify financial needs, and recommend suitable products.
- Achieve revenue, sales, and portfolio growth targets across products and services.
- Broaden and deepen customer relationships through effective calls and meetings.
- Acquire new-to-bank high-net-worth customers and portfolios while maintaining superior customer service.
- Review client data and use financial and investment expertise to support short- and long-term investment goals.
- Develop business across liabilities, assets, and fee-based products to grow relationship value and revenue.
- Formulate inbound and outbound sales plans to acquire new high-net-worth clients.
- Conduct risk profiling and present investment products aligned with client risk profiles.
- Keep client contact details updated in all necessary systems and maintain regular client contact.
Qualifications and Experience
- University graduate in marketing, banking, finance, or a similar field.
- CISI Level 3 certification and ESCA Rules and Regulations Certification are mandatory.
- Minimum 3 to 5 years of wealth management experience in banking or financial services.
- Experience managing a book of high-net-worth clients.
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