Elite Relationship Manager

• Promote and sell bank products and services for the Elite customers to achieve bank targets and the utmost
• customer satisfaction.
• Provide Elite clients with regular market updates, endeavoring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly.
• Perform continuous market analysis to identify potential client leads and opportunities.
• Provide financial planning and advisory services aligning to Elite clients’ needs and investment profile.
• Embarking on a proactive relationship management to strengthen, deepen and delight client’s relationship with existing customers, hence building a strong foundation for customer growth.
• Ensure coverage of all relationships through client’s engagement, risk profiling and financial planning.
• Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs.
• Demonstrate strong ability to self-source, develop new business by actively prospecting for new Elite clients and referrals and leveraging your existing network to generate New to Bank leads.
• Fulfilling clients necessitates while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• Deals with most problems independently and has some latitude to solve complex problems.
• Compliance, Risk & Control.

Requirements

Education:

• Bachelor’s degree in accounting or finance.

Mandatory Skill: (Keywords must be Highlighted)

• The successful candidate has strong academic qualifications and over 5 years of work experience in Wealth Management with a proven track record of managing clients’ portfolio (Elite, wealth, Premier, Premium, Private, Diamond RMs banking)
• Strong understanding of financial markets and investment products.
• Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients.
• Highly driven and possess the ability to succeed within a challenging environment.
• Outgoing disposition, well-equipped with good communication and interpersonal skills.
• Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment.
• Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs.

Languages:

• Fluent English Language.