Relationship Manager

Key Accountabilities

• Attain the required international wealth management qualifications as per the standards set by CB.
• Conduct wealth management meetings using the structured approached, fact find, risk profile & recommendations.
• Regular financial reviews to maintain relationship & product penetration.
• Provide customers with timely wealth management statements especially during turbulent times.
• Self-study to upskill & build on personal knowledge.
• Acquire new relationships in line with the Bank strategy. Broaden existing relationships through achieving a greater share of the wallet and higher cross sell ratios. 
• Provide highest levels of customer service to new and existing customers and act as the “focal point” to fulfil all needs of customers.
• Conduct regular calls/visits to customers in line with strategy and act as the main point of contact for servicing the customer for their ongoing banking needs. Providing up to date and accurate information, answering inquiries and resolving any issues in the shortest time possible.
• Solicit client feedback on value proposition and for new product ideas and ensure communication of customer feedback to relevant internal stakeholders.
• Leverage insights and data on customer needs and behaviour in order to build deep customer relationships.