Relationship Manager, Priority Clients

About the role

The purpose of the role is to maximise new business, acquisition and referral opportunities and deepen existing customer relationships to the specified service standards for the Priority Clients segment. The ideal candidate has account management experience for high-net-worth individuals.

Key responsibilities

• Conduct professional, consultative financial analysis and profiling sessions with customers to meet their financial needs and objectives
• Foster and deepen customer relationships with regular market information updates and trend analysis on local and international financial products
• Draw up monthly plans, with the PB team manager, branch manager or PTL, to achieve or exceed sales targets
• Participate in marketing and promotional activities for customer acquisition, and source and call on individual prospects
• Provide quality, efficient after-sales service and manage client retention
• Organise and run sales presentations to groups, clubs, associations, companies and other organisations
• Solicit referrals from other parts of the bank, such as relationship managers from corporate and industrial banking
• Comply with money laundering prevention procedures and report suspicious activity to the Transaction Monitoring Unit, and follow all bank and regulator regulations and controls

Required profile

• 4+ years of experience in banking
• Bachelor's degree in Finance or Banking
• RNF and CFMAS certificates

Required skills

• Account management of high-net-worth individuals
• Technical knowledge of consumer banking products such as treasury, equities, funds and insurance

What we offer

• A competitive salary and benefits under the Fair Pay Charter
• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits in some locations
• Annual leave, parental/maternity leave (20 weeks), sabbatical (up to 12 months) and volunteering leave (3 days)
• Flexible working options and patterns
• Wellbeing support through Unmind, a global employee assistance programme and sick leave
• Ongoing learning and reskilling opportunities