Relationship Manager - Priority Banking

Job Purpose:

To cultivate and manage a portfolio of affluent clients by providing tailored services, fostering strong relationships, recommending relevant products, driving profitability, and ensuring long-term customer loyalty and retention.

Main Responsibilities and Accountabilities:

• Understand customer needs, identify financial and non-financial requirements by conducting financial need analysis (Client Profiling)
• Responsible to conduct customer portfolio reviews and financial checks for each client as per agreed timelines
• Achieve revenue goals, sales and portfolio growth targets across a range of products and services (Investments, Term Deposits, CASA balances, Mortgages, Credit Cards, Bancassurance.
• Optimize the potential value of the priority base through the delivery of wealth management products and services
• Resolve client queries without further escalation.
• Perform any other duties or responsibilities that are consistent with the role as assigned by management.
• Collaborate with internal and external specialists and support team to ensure provision of superior and tailored wealth management solutions to clients.
• Perform KYC checks and exercise due diligence to identify and report unusual or irregular account activity, corruption, money laundering suspicion, fraud cases so as to protect the interest of the Bank and customers.
• Ensure compliance with Bank-wide Compliance policies and procedures, Audit worthiness and Central Bank requirements.

Education:

• University degree in related business fields- Marketing, Finance.

Experience:

• Minimum 5 years experience in banking sales.

Other Skills Required for the Job:

• Strong relationship-building and networking abilities
• Excellent communication and interpersonal skills
• Expertise in financial products and services
• Strong negotiation and presentation skills
• Proficient in CRM software and client management tools