Priority Relationship Manager

The Priority Relationship Manager will play a pivotal role in managing and nurturing relationships with our affluent and high-net-worth clients.

Description

* Acquire new affluent clients by converting referral leads and developing professional relationships grounded in trust, empathy, credibility, and ethical conduct.

* Provide tailored financial advice by assessing client's financial needs and objectives, recommending appropriate in-house financial solutions, and executing their instructions. Address any queries, concerns, or issues related to their banking and financial transactions

* Ensure adherence to established policies and procedures during the on boarding and acceptance of affluent clients

* Deliver ongoing servicing of affluent client accounts, identifying opportunities to offer enhanced banking services, including basic and priority banking solutions.

* Achieve monthly targets set by the organisation, ensuring the consistent growth of the client base and overall business performance

Profile

* Minimum 3-5 years of experience in a relationship management or client advisory role, ideally in investment management, wealth management, or private banking.

* Ability to manage complex client situations

* Proven track record in client acquisition, retention.

* Good communication (both verbal and written) skill in both English and the local language

* Ability to handle pressure and meet deadlines

* Good networking and relationship building skills

Job Offer

* Competitive salary and performance-based bonuses

* Opportunities for professional development and ongoing training

* A dynamic and supportive work environment

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Maggie Le at .

Acquire new affluent clients by converting referral leads and developing professional relationships grounded in trust, empathy, credibility, and ethical conduct.

Provide tailored financial advice by assessing client's financial needs and objectives, recommending appropriate in-house financial solutions, and executing their instructions.

Address any queries, concerns, or issues related to their banking and financial transactions

Ensure adherence to established policies and procedures during the on boarding and acceptance of affluent clients

Deliver ongoing servicing of affluent client accounts, identifying opportunities to offer enhanced banking services, including basic and priority banking solutions.

Achieve monthly targets set by the organisation, ensuring the consistent growth of the client base and overall business performance