Relationship Manager, Priority Clients

About the role

The Relationship Manager, Priority Clients role focuses on maximising new business, acquisition and referral opportunities and deepening existing customer relationships to the service standards expected of the Priority Clients segment. The role sits within the bank's broader strategy, business, risk, governance and regulatory compliance framework.

Key responsibilities

• Conduct professional, consultative financial analysis and profiling sessions with customers to meet their financial needs and objectives
• Foster and deepen relationships by sharing regular market information 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
• Take part in marketing and promotional activities, source and call on individual prospects, and provide quality after-sales service
• Manage client retention and organise sales presentations to groups, clubs, associations and companies
• 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 rules

Required profile

• RNF and CFMAS certificates
• Experience in client acquisition and 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 voluntary benefits in some locations
• Annual leave, parental leave (20 weeks), sabbatical (up to 12 months) and volunteering leave (3 days)
• Flexible working options and wellbeing support through a digital wellbeing platform, employee assistance programme and learning opportunities