The Relationship Manager – Private Banking has overall responsibility to develop a customer base and increase assigned portfolio size of high-net-worth customers with products and services of the highest standard while building and maintaining successful customer relations.

KEY RESPONSIBILITIES:

• Build and maintain a portfolio of high-net-worth clients with a view to developing mutually beneficial business opportunities and manage relationships with high-net-worth customers to maximize revenue and ensure exclusivity to the Bank.
• Promote the bank’s full range of offerings: credit facilities, deposits, forex or any specific products.
• Serve as the main point of contact for all client banking and investment needs including Traditional and Wealth management.
• Target prospects to drive Business Development and sales.
• Identify opportunities for upselling and deepening wallet share with high-net-worth prospects.
•  Develop appropriate operational relationships with customers across functions and ensure customer satisfaction through ongoing relationship development.
• Control the quality of the portfolio using available triggers and adherence to Risk Management guidelines and policies.
• Create networks with key decision makers internally and externally.
• Manage the end-to-end onboarding of new clients
• Stay updated on global and local developments
• Coach & motivate junior team members to ensure Employee Engagement Level.
•   Adhere to confidentiality clauses at all times.
•  Liaise with internal support departments to ensure that all requests are being attended.
•  Monitor accounts in arrears and ensure quick regularization

 

PREREQUISITES:

• Degree in Banking + 3 years’ experience as a Relationship Manager in a Banking environment (including private Banking experience) or 10 years’ experience in Banking environment (including Managerial role or Private Banking/HNW relationships experience)
• Customer focused- Ability to respond to customer needs and evaluate customer satisfaction while actively striving to provide excellent service.
• Knowledge of wealth management products
• Sufficient knowledge of modern management techniques and best practices.
• Active listener, giving your full attention at all times.
• Result and Target Driven-Ability to meet sales target and production goals.
• Familiarity with industry’s rules and regulations- Well versed with banking Guidelines.

SKILLS:

• Team Management.
• Excellent oral and written communication skills, ability to convey information effectively and convincingly to all levels.
•  Numerical reasoning ability.
• Planning, time management skills and presentation skills.