About the Role
We are looking for a passionate and results-driven Priority Banking Relationship Manager to manage and grow relationships with Priority and High-Net-Worth (HNW) clients. In this role, you will provide financial advisory services, offer tailored banking and wealth management solutions, and help clients achieve their financial goals while growing the bank's portfolio.
Key Responsibilities
- Build, manage, and strengthen relationships with Priority Banking clients.
- Provide financial advisory and wealth management solutions based on clients needs.
- Grow client assets under management (AUM) through effective portfolio management.
- Achieve sales targets for funding products, investment products, insurance, and other bank services.
- Identify and develop new business opportunities within the affluent and high-net-worth customer segment.
- Conduct regular client meetings and portfolio reviews to ensure excellent customer experience.
- Implement cross-selling strategies by offering relevant banking, financing, and wealth management products.
- Maintain accurate client records and monitor client portfolio performance.
- Collaborate with internal stakeholders and business partners to support business growth.
- Ensure compliance with banking regulations, internal policies, and risk management standards.
Requirements
Education
- Bachelor's Degree (S1) from any discipline.
Experience
- Minimum 3 years of experience in Retail Banking, Priority Banking, Wealth Management, or Relationship Management.
- Experience managing affluent, priority, or high-net-worth clients is highly preferred.
Knowledge & Skills
- Strong understanding of:
- Wealth Management products
- Investment and banking products
- Financial Planning
- Risk Management
- Regulatory Compliance
- Sales and Relationship Management
- Excellent communication, presentation, and negotiation skills.
- Strong networking and client relationship-building abilities.
- Target-oriented with a proven sales achievement record.
- Customer-focused with strong problem-solving skills.
