Wealth Management & Private Banking Relationship Manager

Accountabilities and Key Roles :

• 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 relationships as 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 and regulations 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.