Relationship Manager, Priority Banking

Job Overview

The Priority Banking Relationship Manager role involves cultivating and expanding connections with affluent clients, providing customized banking services, elevating client satisfaction, and meeting sales objectives.

Key Responsibilities

• Develop and sustain robust relationships with high-net-worth clients by grasping their financial requirements and delivering personalized solutions.
• Offer financial advice and suggest investment opportunities and other relevant financial products aligned with client objectives.
• Meet or exceed sales goals through cross-selling various banking products including loans, insurance, and investment options.
• Manage client portfolios by monitoring performance and advising on adjustments to maximize returns.
• Keep abreast of market conditions, economic updates, and competitors to provide accurate guidance to clients.
• Adhere strictly to banking regulations and internal policies to safeguard client interests and the institution.

Candidate Requirements

• Possess a bachelor's qualification in Finance, Business Administration, Banking, or related disciplines.
• Have at least 2 years of professional experience within banking, financial services, sales, or relationship management sectors.
• Experience in Priority Banking, Retail or Personal Banking, or Wealth Management is preferred.
• Demonstrated track record in sales and effective client relationship management.
• Solid understanding of banking and financial products.
• Excellent communication, interpersonal, negotiation, and problem-solving abilities.
• Driven by targets and focused on delivering exceptional customer service.
• Prepared to participate in client meetings, networking occasions, and occasional travel commitments.

Additional Information

Due to the large number of applicants, only those shortlisted will be contacted. For general questions, please reach out to the company's general email.