Description
Role Summary
The Relationship Manager, Private Banking will be accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement; this is achievedthrough an in-depth analysis of the client’s balance sheet so as to identify opportunities and match these opportunities to products/ solutions provided by the Bank.
Role Responsibilties
Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients
Establish relationships with product specialists and other internal stakeholders to customise product solutions for clients
Lead business development activities for top clients/partners
Maintain and cultivate long-term relationships with the customer
Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis
Advocate for a solution or idea that is a win-win for the organization and customer.
Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents
Seek to improve customer metrics by applying benchmarks of customer management
Manage a customer-centric research program that integrates economic and industry trends into the analysis
Utilise knowledge of financial instruments to propose funding/ investment strategies as required
Upsell and cross-sell products and services to clients.
Research and pursue new business opportunities
Cross-sell products by leveraging on FI relationships including coordinating with other business units and product specialists to market organisation's products and services for customised solutions
Enhance clients' experience by providing timely information and advice to address their financial needs
Handle High Net Worth clients by monitoring financing plans, coordinating, and resolving conflicts and managing expectations of involved parties.
What We Are Looking For
Bachelor’s Degree in Business Administration or similar field
Minimum of seven years relationship management experience in the Banking Sector.
Ability to build and maintain client and business relationships
Excellent communication and interpersonal skills
Leadership and team management skills.
Account management expertise
Customer management and negotiation skills
Ability to recognize and exploit business opportunities
Strong Analytical skills
Good conflict resolution and problem- solving skills
High level of communication and interpersonal skills.
Proficiency in Microsoft Office.
Strong presentation skills
Business Environment Analysis
Business Negotiation
Client Investment Suitability
Credit Assessment
Customer Acceptance Checking and Onboarding
Customer Acquisition Management.
Related search
