A relationship manager opportunities from a Retail Banking

We are helping a retail banking to find PWM- RM, also we provide various RM/sales/front office opportunities from securities company and family office.

Key Responsibilities

Implementation and oversight of the below individual responsibilities:

To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.

To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.

In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals

To participate in marketing and promotional activities for customer acquisition.

To source and call on individual prospects

To provide quality, efficient after-sales services

To manage anti-attrition and retention of clients

To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.

To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.

To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.

To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.