Relationship Manager - Elite Banking

Overview

The Role of Relationship Manager - Elite Banking involves nurturing, managing, and expanding Wealth Management clientele by understanding their financial needs and delivering customized solutions. The role concentrates on fostering durable client partnerships that ensure outstanding satisfaction and loyalty.

Key Duties and Responsibilities

• Lead the team to achieve and exceed sales targets by generating new business across assets and liabilities.
• Engage in joint client meetings with team members to grow business and attract new clients, complemented by daily team briefings and monthly performance assessments.
• Provide leadership through coaching, setting goals, addressing development areas, conducting performance reviews, and reducing staff turnover to maximize team output.
• Strengthen and expand relationships with existing elite/wealth management clients to increase share of wallet, revenue, and assess portfolio quality and profitability.
• Maintain elite wealth management service standards, ensure adherence to certification deadlines, and prevent undesired business sourcing.
• Educate clients thoroughly on investment products, market trends, and economic policies, delivering professional service to enhance satisfaction and retention.
• Prepare, recommend, and evaluate credit applications for various facilities, ensuring proper documentation, timely draw-down, and manage incremental portfolios involving liabilities, assets under management, and assets.
• Advise and promote additional banking products, generate leads, and actively cross-sell to minimize attrition.
• Stay fully informed about the bank’s product and service offerings and keep updated on local and global market developments.

Qualifications and Experience

• Possess a university degree or equivalent qualification.
• Have over five years of experience in branch banking, operations, relationship management, or customer service, with preference for high net worth individual (HNWI) relationship management roles.
• Demonstrable experience providing advisory services for investment product offerings.

Additional Information

Reporting directly to the Vice President & Team Manager – Elite Banking, you will be part of a vibrant team of 16 high-performing professionals committed to excellence in a collaborative and fast-paced environment focused on business success.