Client Acquisition Specialist, High-Value Banking
3 days ago
About the Role
We are seeking a highly skilled Associate Relationship Manager to join our Priority Banking team. As a key member of our client acquisition team, you will be responsible for developing and managing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives.
Responsibilities
- Client Acquisition and Management: Identify and acquire new high-value clients, develop strong relationships with existing clients, and provide sound advice on portfolio expansion.
- Product Promotion: Market and promote a wide range of banking products and services to potential clients, including unit trusts, bancassurance, and other retail banking products.
- Business Development: Develop and implement effective strategies to deepen relationships with New to Bank Priority Bank Clients and identify business opportunities related to core business products or refer to supporting channels.
Requirements
- Experience in Financial Services: A minimum of 2 years' experience in the financial services industry, preferably in sales or relationship management roles.
- Sales Skills: Strong sales skills, ability to meet sales targets, and knowledge of financial products and services.
- Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Certifications: Relevant certifications such as FIMM & Bancassurance license.
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