Job SummaryOur client is seeking a results-driven Relationship Manager to manage and develop relationships with high-net-worth clients. This role focuses on delivering exceptional financial solutions, supporting the bank’s strategic goals, and ensuring compliance with operational risk and regulatory requirements.
Key Responsibilities - Acquire and retain a portfolio of priority clients.
- Cross-sell a range of wealth management products and services.
- Provide personalised financial advice and outstanding customer service.
- Build and maintain strong, long-term relationships with clients.
- Contribute to the overall success of the branch by achieving set performance targets.
- Deliver customer experiences aligned with the bank's service standards.
Technical Expertise - Strong knowledge of financial planning fundamentals and wealth management products.
- Proven ability to meet and exceed sales targets.
- Excellent communication and interpersonal skills.
- Demonstrated success in building and maintaining client relationships.
- Deep understanding of regulatory and operational compliance in wealth management.
- Strong customer-centric mindset with a passion for delivering premium service.
Qualifications - Minimum of 5 years of proven wealth sales experience or equivalent.
- Must possess PCE, CEILI, FIMM, TBE & IPPC licenses.
