Premier Relationship Manager (Onshore) - Wealth and Personal Banking
Salary undisclosed
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- Focus on nurturing and activating portfolio of clients to fund up to Premier Balance
- Encourage and educate clients to adopt a Digital First approach with focus on minimizing in branch activities while educating customers to transition to digital and remote channels (For low value activities)
- Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
- Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
- Provide financial planning and advisory services aligning to clients’ needs and investment profile
- Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
- Ensure coverage of all relationships through client’s engagement, risk profiling and financial planning
- Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs
- Fulfilling clients necessitates while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metrics
- Ensure that KYC/AML and other compliance norms are strictly adhere to
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency
- The successful candidate has strong academic qualifications and over 1 year of work experience in Wealth Management with a proven track record of managing clients’ portfolio (Personal/Premier banking)
- Strong understanding of financial markets and investment products
- Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
- Highly driven and possess the ability to succeed within a challenging environment
- Outgoing disposition, well-equipped with good communication and interpersonal skills
- Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
- Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs
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