Relationship Manager, Premier Banking

About the role

This role is responsible for developing and managing a client portfolio in premier banking, building long-term relationships and matching financial and investment products to each client's needs.

Key responsibilities

• Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
• Demonstrate a genuine interest in customers and help them achieve their financial goals.
• Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
• Promote services to potential clients, explore their needs and refer them to relevant business units when necessary.

Required profile

• University-level education, preferably in finance, business or a related field.
• More than 6 years of experience in a client-facing environment within banking, with strong relationship-building skills.
• Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
• A strong understanding of financial markets and a genuine interest in staying informed.
• An independent mindset and the ability to perform effectively under pressure.
• Relevant CMFAS certificates.