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Relationship Manager

Job Description - Relationship Manager


Relationship Manager |Multinational Bank
 
Join a leading multinational bank and take the next step in your banking career!
 
Our client is seeking a driven and commercially minded Relationship Manager to join their growing team. This role offers an opportunity to drive business development, expand your portfolio and leverage a comprehensive suite of banking and wealth management solutions within an established international banking platform.
 
 
Responsibilities
  • Conduct professional, consultative financial analysis and profiling to understand customers’ needs and objectives.
  • Build and deepen relationships through regular market updates and insights on local and international financial products.
  • Develop monthly sales plans to achieve or exceed new business and customer acquisition targets.
  • Drive business development through proactive prospecting, referrals, networking and promotional activities.
  • Organise and deliver presentations to groups, associations, companies and other organisations.
  • Develop referral networks across internal teams and external channels to generate new opportunities.
  • Deliver high-quality after-sales service and proactively manage client retention.
  • Maintain compliance with applicable regulatory, risk and internal control requirements.
 
 
Requirements
 
  • Degree in Business Administration, Finance or a related discipline.
  • RNF and CFMAS certifications preferred.
  • Proven experience in client acquisition and relationship management.
  • Experience managing affluent or HNW clients will be an advantage.
  • Strong knowledge of financial and wealth management products, including investments, funds, equities, insurance and treasury.
  • Excellent sales, communication, networking and relationship management skills.
  • Commercially driven, with a strong focus on client experience and long-term relationship building.
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