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Wealth Management & Private Banking Relationship Manager
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- Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services
- Provide financial services solutions to the HNW and wealth client base
- Developing a plan to acquire new client relationshipsas well as broadening existing client relationships
- Achieving sales targets in line with best practice standards of services and acting as a “Trusted Advisor” to the HNW clientele
- Establish sales and revenue targets for existing and new client relationships
- Adhering to Private Banking service quality standards
- Complying with Private Banking policies and guidelines
- Broaden existing client relationships (greater share of wallet, higher cross sell ratios)
- Provide clients with comprehensive advisory services based on best practices and as per customer risk appetite.
- Develop a comprehensive risk profile per customer and maintain updated file on quarterly basis.
- Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
- Research competitive offering and solicit client feedback for new product ideas
- Escalate customer suggestions/concerns to the Country/Region head
- Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership
- Maintain & service the onshore and offshore private banking customers and penetrate the cross border relationships
- Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)
- Ensuring compliance with Private Banking policies andregulations and adhering to service quality standards.
- Complying with Private Banking policies guidelines, KYC and AML regulations.
- Ensure that all clients’ files are updated and all documents are available.
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