Relationship Manager, Remote Banking
4 days ago
Acquire and deepen relationships with NTB/NTS Priority Clients to identify business opportunities related to own core business products or refer to supporting channels.
Convert AUM unqualified Priority Clients to AUM qualified and contribute to AUM growth.
Commit to maintain customer satisfaction in service delivery while simultaneously managing risks to the bank. Ensure that robust sales processes and stringent service standards that follow local regulatory requirements are met.
Key Responsibilities- Proactively acquire and upgrade portfolio AUM of Priority Clients.
- Engage & deepen Affluent & hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists.
- Prepare and educate clients to interact via online Client Centre.
- Actively acquire and activate new Affluent/potential Affluent clients referred from ETB.
- Achieve agreed sales targets and Priority Banking profitability.
- Achieve quality performance i.e. audit results, credit quality, business development, and people management.
- Meet agreed service standards for customers.
- Preferred 1-3 years' experience in banking with demonstrable knowledge of banking practices and financial products.
- Favorable track record in managing sales and/or operations or demonstrated ability to achieve strong sales performance.
- Ability to coach, inspire, and mobilise Branch team members of various levels to deliver exceptional performance.
- Demonstrated ability to establish a service culture.
- Interpersonal and complaint handling skills.
- Bank's product knowledge.
- Understanding of policies and procedures.
- ABM rules / Bank Negara FEA regulations.
- Minimum SPM holders and/or relevant professional qualifications.
- Possess all relevant investment & insurance certifications and licensing.
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do.
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well.
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term.
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial, and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders, and all sorts of self-help toolkits.
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual, and digital learning.
- Being part of an inclusive and values-driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies - everyone feels respected and can realise their full potential.
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