Relationship Manager

The role will be responsible for:

• Acquisition of new client relationships and development of existing client relationships within the Private Banking sector
• Selling a range of private banking products to existing and potential clients.

Key Responsibilities:

• Assess clients’ needs and risk profile and assist RM in providing advice on appropriate investment mix and structures. Provide financial feedback for tailoring services for clients.
• Analyze client needs and assist in developing marketing and product development or enhancement strategies.
• Prepare accounts opening documentation, transaction documentation, general instructions and credit proposals.
• Maintain communication with advisory desk on available investment opportunities.
• Call on potential clients with senior RM to develop new business.
• Meet existing clients to promote the Bank’s products and services
• Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction.
• Ensure that private banking transactions comply with the Bank’s policies and legal requirements.
• Key contact for clients’ enquires on daily operational basis.
• Assume any other tasks as assigned.

Key Requirements:

• Relevant Relationship management experience in Private Banking
• Proven track record in asset gathering, asset growth and revenue generation
• Excellent commercial and negotiation skills
• Highly developed communication skills for use in direct client contact and problem solving
• Ability to provide strong financial and statistical analysis.
• Strong customer service focus
• Attention to detail and the ability to think creatively to solve problems
• Excellent understanding of financial markets and products