
Senior Financial Services Professional
2 days ago
Premium Banking Relationship Manager is a key role within the retail banking sector. The ideal candidate will be responsible for managing a portfolio of high-net-worth clients, acquiring new clients, growing and maintaining existing relationships, and meeting targets related to revenue and Asset Under Management.
Key Responsibilities:
- Client Acquisition and Relationship Development: Acquire new premium clients through personal networks, referrals, and targeted business development initiatives.
- Sales and Business Development: Utilize a structured sales process to identify new opportunities and cross-sell a wide range of retail banking products.
- Compliance and Risk Management: Ensure adherence to regulatory requirements and anticipate/mitigate risks related to client portfolios.
- Product Expertise and Market Knowledge: Stay well-informed about retail banking products, services, and investment solutions.
Candidate Specifications:
- Bachelor's degree in Finance, Economics, or a related field.
- 5 years of experience in retail banking, wealth management, or financial advisory roles, particularly within a premium banking context.
Benefits:
- Competitive compensation package
- Ongoing training and professional development opportunities
- Collaborative and dynamic work environment
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