The Relationship Manager – Private Banking has overall responsibility to
develop a customer base and increase assigned portfolio size of high-net-worth
customers with products and services of the highest standard while building and
maintaining successful customer relations.
KEY RESPONSIBILITIES:
- Build and
maintain a portfolio of high-net-worth clients with a view to developing
mutually beneficial business opportunities and manage relationships with
high-net-worth customers to maximize revenue and ensure exclusivity to the
Bank.
- Promote the
bank’s full range of offerings: credit facilities, deposits, forex or any
specific products.
- Serve as the main
point of contact for all client banking and investment needs including
Traditional and Wealth management.
- Target prospects
to drive Business Development and sales.
- Identify
opportunities for upselling and deepening wallet share with high-net-worth
prospects.
- Develop
appropriate operational relationships with customers across functions and
ensure customer satisfaction through ongoing relationship development.
- Control the
quality of the portfolio using available triggers and adherence to Risk
Management guidelines and policies.
- Create networks
with key decision makers internally and externally.
- Manage the end-to-end
onboarding of new clients
- Stay updated on
global and local developments
- Coach &
motivate junior team members to ensure Employee Engagement Level.
- Adhere to
confidentiality clauses at all times.
- Liaise with
internal support departments to ensure that all requests are being attended.
- Monitor accounts
in arrears and ensure quick regularization
PREREQUISITES:
- Degree in Banking
+ 3 years’ experience as a Relationship Manager in a Banking environment
(including private Banking experience) or 10 years’
experience in Banking environment (including Managerial role or Private
Banking/HNW relationships experience)
- Customer focused-
Ability to respond to customer needs and evaluate customer satisfaction while
actively striving to provide excellent service.
- Knowledge of
wealth management products
- Sufficient
knowledge of modern management techniques and best practices.
- Active listener,
giving your full attention at all times.
- Result and Target
Driven-Ability to meet sales target and production goals.
- Familiarity with
industry’s rules and regulations- Well versed with banking Guidelines.
SKILLS:
- Team Management.
- Excellent oral
and written communication skills, ability to convey information effectively and
convincingly to all levels.
- Numerical
reasoning ability.
- Planning, time
management skills and presentation skills.
