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Relationship Manager, Premier Banking

Job Description - Relationship Manager, Premier Banking

Primary Objective:

  • To acquire and service clients to achieve and exceed the Bank's defined sales goals and revenue
  • To provide personal financial advice and on-going servicing of clients to deepend client relationship and to maximise business opportunities

Key Responsibilities:

Client Acquisition

  • Organise, execute and participate in sales activities and programs
  • Solicit new customers or increasing product penetration in existing base to achieve and exceed Bank's defined goals and revenue
  • Participate and support consumer sales marketing activities for customers' acquisition and retention

Client Servicing

  • Perform ongoing servicing of client accounts and identify any potential opportunities for extending basic and priority banking services
  • Promote the Bank's products and services
  • Cross-sell to existing bank customers to expand customer's share of wallet
  • Adhering to high service level
  • Promptly attend to customer's enquiries and other servicing matters

Compliance and Regulations

  • Adhere to banks and regulatory requirements and uphold strong customer service experience
  • Ensure sales are conducted in accordance with the internal and external regulatory requirements
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