job description - Relationship Manager, Private Banking
- Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients
- Establish relationships with product specialists and other internal stakeholders to customise product solutions for clients
- Lead business development activities for top clients/partners
- Maintain and cultivate long-term relationships with the customer
- Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis
- Advocate for a solution or idea that is a win-win for the organization and customer.
- Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents
- Seek to improve customer metrics by applying benchmarks of customer management
- Manage a customer-centric research program that integrates economic and industry trends into the analysis
- Utilise knowledge of financial instruments to propose funding/ investment strategies as required
- Upsell and cross-sell products and services to clients.
- Research and pursue new business opportunities
- Cross-sell products by leveraging on FI relationships including coordinating with other business units and product specialists to market organisation's products and services for customised solutions
- Enhance clients' experience by providing timely information and advice to address their financial needs
- Handle High Net Worth clients by monitoring financing plans, coordinating, and resolving conflicts and managing expectations of involved parties.
Requirements
- Bachelor’s Degree in Business Administration or similar field
- Minimum of seven years relationship management experience in the Banking Sector.
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