Relationship Manager
5 days ago
We are seeking a skilled Relationship Manager, Remote Banking to join our team. As a key member of our sales team, you will be responsible for acquiring and deepening relationships with Priority Clients to identify business opportunities related to our core business products or refer to supporting channels.
About the Role
To succeed in this role, you should have a proven track record in managing sales and/or operations, as well as demonstrable knowledge of banking practices and financial products. You will also need to be able to coach, inspire and mobilise Branch team members of various levels to deliver exceptional performance.
Key Responsibilities
- Proactively acquire and upgrade portfolio AUM of Priority Clients.
- Engage and 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.
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