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.

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.
• 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.
• 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 degree.

Minimum Experience:

• +3 Years’ of experience in in relevant field.

Job-Specific Skills:

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