Virtual Relationship Manager

Role overview

This position is for a Relationship Manager focused on virtual stores and preferred banking clients. The role manages a portfolio of high-net-worth customers, serving as a dependable financial guide for their day-to-day and long-term personal finance needs. The incumbent will discuss clients’ major financial goals, identify suitable ready-made banking solutions, and keep them informed about portfolio performance and achievements.

The role is also accountable for expanding and managing the portfolio to help drive higher total funds, improve profitability, grow share of wallet, and increase product usage across the relationship. In addition, it involves addressing service requests promptly and maintaining strong client relationships while delivering a smooth customer experience through CRM and telephony platforms.

Responsibilities

• Oversee and expand an assigned portfolio of preferred banking clients by staying actively engaged across all client touchpoints, while offering advice on financial wellness and solutions aligned with each client’s profile and risk tolerance.
• Use available tools to identify client needs during conversations, surface new opportunities, and resolve concerns within the required turnaround time.
• Conduct service and sales outreach, arrange virtual meetings, and invite clients to marketing initiatives, campaigns, product launches, promotions, and digital banking activities.
• Bring in new-to-bank clients, manage opportunities across channels, and provide consistent updates to clients regarding their relationship and portfolio activity.
• Record outcomes of client interactions in the applicable reporting systems and maintain accurate documentation.

Requirements

• A bachelor’s degree in a business-related discipline is required.
• At least 2 years of experience in sales and marketing is preferred.
• Working knowledge of account profitability analysis (APA) is expected.
• Solid understanding of business fundamentals, financial markets, and broader economic conditions is needed.
• Familiarity with sales management workflows, policies, and procedures is required.
• Strong communication and presentation abilities are essential.
• Ability to ask the right questions, uncover client needs, and spot opportunities during conversations is important.

Work focus

The role centers on relationship management, client servicing, portfolio growth, financial consultation, opportunity spotting, and multi-channel client engagement using CRM and telephony tools.