Relationship Manager - Elite Banking

Job Description

What You’ll Be Doing

• Drive new business growth by acquiring clients and achieving defined sales targets across all Wealth Management (WM) products.
• Build and strengthen client relationships to enhance portfolio value, increase share of wallet, and maximize revenue generation.
• Manage a high-value and sensitive client portfolio, ensuring personalized engagement and superior service delivery.
• Assess client needs, potential, and profitability, both for new prospects and the existing portfolio, to optimize business outcomes.
• Deliver exceptional customer service to drive client satisfaction, retention, and long-term loyalty.
• Ensure strict adherence to compliance standards, including KYC, AML guidelines, and internal policies to maintain risk-free business practices.
• Offer tailored financial solutions aligned with clients’ risk profiles and investment objectives across a diversified product suite.
• Stay updated on global and local market trends, including equities, bonds, commodities, and economic developments, to provide informed advisory.
• Expand portfolio coverage by consistently engaging clients through regular meetings and proactive relationship management.
• Cross-sell and refer banking products such as Mortgage, SME, and other business lines to drive overall bank revenue.
• Maintain accurate documentation and MIS reporting, ensuring timely tracking of performance, pipeline, and conversion metrics.
• Actively contribute to business development initiatives, including client events, corporate presentations, and achieving NTB acquisition targets.

What We’re Looking For

• Bachelor's degree in any relevant field
• Certification for selling investment products or related instruments
• At least 3-4 years of experience in banking, WM and relationship management or customer service preferably in a similar HNWI relationship management job
• Experience in advisory level on investment product offerings
• Personal Banking credit skills

What You Should Have

• Knowledge of local legal system as applicable to Banking
• Anti-Money laundering guidelines and ability to source only legitimate business
• Awareness of Central Bank guidelines & regulations
• Good leadership, communication, negotiation and impersonal skills
• Good computer skills with the ability to generate and interpret MIS
• Should have a good knowledge of WM retail products
• HNWI relationship Management skills

What’s In It For You

• Competitive, performance-linked compensation.
• Medical coverage for you and your family.
• Comprehensive life insurance.
• Inclusive and diverse workplace culture.
• Career development and fast-track growth opportunities.
• Mentorship from industry experts.