Priority Banking Account Manager
4 days ago
We are seeking a High Net Worth Relationship Manager to join our Priority Banking team. As a key member of our team, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives.
You will provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. Your role will play a pivotal part in acquiring and growing our high-value customer base.
- Managing key relationships with existing and potential customers and providing sound advice in the effective management of their finances in view of portfolio expansion.
- Acquiring and deepening relationships with New to Bank Priority Bank Clients to identify business opportunities related to own core business products or refer to supporting channels.
- Marketing and promoting a wide range of banking products and services to potential clients with a starting Asset under Management (AUM) of > 250k and above.
As a High Net Worth Relationship Manager, your key responsibilities will include:
Client Relationships: Develop and maintain strong relationships with high-profile clients, identifying their financial needs and providing tailored solutions.
Product Knowledge: Stay up-to-date with banking products and services, including unit trusts, bancassurance, and other retail banking products.
Credit Risk Management: Manage operational risk and regulatory requirements while providing financial solutions to clients.
Talent Development: Contribute to the development of the team by sharing knowledge, expertise, and best practices.
- Benefits
- A competitive salary and benefits package
- Ongoing training and development opportunities
- A dynamic and inclusive work environment
- A chance to work with a leading global bank
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