Private Banking Relationship Manager

JOB PURPOSE :

A relationship Manager Support with private account holders to identify banking needs, and achieve target according to the approved plans. Creating an account for a new private and affluent customer, Balances growth, resolving problems, and use customers information in order to support the costumer by providing the products cross selling. Following up calls with private and affluent customers or meet them face to face to ensure customer satisfaction.

Responsibilities :

• Creating an account for a new private and affluent customer and to identify banking needs.
• Balances growth for Branch.
• Keeping of balances of existing customers.
• Solve any problem or complement the customer may face with the bank.
• Attracting new customers.
• Sale all bank products for private and affluent customers.
• Follows all relevant departmental policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.
• Prepare monthly departmental reports to capture the progress, performance and quality in order to verify all the processes that has been implemented through the month.
• Provides management with accurate reports, regarding all aspects of Strategic Planning, along with conclusions and recommendations.
• Direct and ensure the effective achievement of functional objectives through leadership.
• Adherence to all regulations and control functions within the bank in order to ensure that governance, Audit, risk and compliance, fraud detecting and combating matters are carried out.

Qualifications, Experience, & Skills:

Minimum Qualifications:

• Bachelor in Management, Economy, Finance, Sales, Marketing or Accounting.

Minimum Experience:

• 3- 6Years’ of experience in in relevant Compliance field.

Job-Specific Skills:

• Time Management Skills
• Communication Skills
• Analytical and Logical Thinking
• Microsoft Office Skills