Relationship Manager – High Networth Individuals (HNIs)
Job Description
The purpose of this role is to offer personalized financial solutions
and deliver exceptional service to high-net-worth clients. This includes
addressing their unique financial needs, fostering long-term
relationships, and enhancing customer satisfaction to drive business
growth.
Roles & Responsibilities
Recommended:
Actively work to expand the deposit base by acquiring high-net-worth
clients, focusing on both the number of clients and the value of
deposits in line with the targets provided.
Achieve the fee income objectives by managing and growing the portfolio
of existing and new-to-bank (NTB) Elite clients, driving overall
profitability.
Build and nurture strong, trust-based relationships with high-net-worth clients to ensure retention and long-term loyalty.
Provide bespoke financial advice and innovative solutions tailored to
clients’ specific needs, considering their unique financial situations
and aspirations.
Serve as the main point of contact for clients, offering exceptional
customer service by promptly addressing inquiries, resolving issues, and
ensuring satisfaction.
Regularly assess and review clients’ financial portfolios to ensure
alignment with their financial goals, adjusting as necessary to maximize
returns and minimize risks.
Identify and actively pursue new business opportunities, both from
existing clients and new prospects, ensuring continuous portfolio
growth.
Collaborate with internal teams, including Wealth Management, Investment
Advisors, and Risk, to provide clients with a comprehensive suite of
financial services that meet their needs.
Continuously stay informed about market trends, financial products, and
investment opportunities to offer timely and relevant advice to clients.
Ensure full compliance with all relevant banking policies, regulatory
requirements, and industry standards in all client interactions and
transactions.
Continuously looking for ways to improve service delivery, operational
efficiency, and client satisfaction to enhance the overall client
experience.
Perform any other duties as assigned by management, contributing to the overall success of the Elite Banking function.
QUALIFICATION AND EXPERIENCE REQUIRED
•University degree in Business Administration or Economics and relevant
professional qualifications in banking, finance, or marketing
•Minimum of 8 years relevant working experience in a similar position
•Computer literacy and knowledge of new evolving technology systems
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COMPETENCY REQUIRED
Demonstrated ability to assess customer needs and design products that effectively address those requirements.
Self-assured, goal-oriented, and eager to take on new challenges with a drive for success.
Possesses a high energy level and a proactive, results-driven approach.
Highly self-motivated, quick to learn, and capable of working independently under pressure while maintaining high efficiency.
Experience in structured trade finance, syndication, and project financing is considered an asset.
How to Apply:
To submit your application, please follow the link provided below.