Relationship Manager - Wealth Management

Job Purpose

Key Accountabilities

• Client Acquisition and Revenue: To source new qualified clients for Wealth Management business based on the business plan submitted at the time of on-boarding.
• To ensure generation of net fee income through the sale of Investment products and to generate the required Assets under Management (AUM).
• To maintain regular contact with the client including regular face-to-face meetings and maintain call reports of all client activities.
• To profile the clients’ risk and return aspirations and work with Investment Advisors to maintain client risk profile suitability at all times.
• To increase assets under management of existing clients and develop the relationship.
• To provide and maintain, on an ongoing basis, a monthly report, figures, forecasting and any other records which may be required by the Team Leader to keep up-to-date records of sales & performance.
• To do account planning with Team Leader and Head of Distribution and Investment Advisors to understand the needs of the client and provide appropriate financial solutions to the client.
• To ensure consistent service delivery is maintained at all touch points for clients.
• To continuously provide feedback on competitive activities to the Product and Business team to track market developments.
• To attend regular product trainings and to be updated with the financial market developments.
• To safeguard the Bank’s reputation by ensuring ethical and professional behavior is maintained at all times.
• To maintain superior client service levels by pro-actively meeting the clients on regular basis and pre-empting any possible client complaints and concerns.

Qualification & Experience

• Overall, 10-15 years of experience in Banking and minimum 5-10 years of experience in Wealth Management/ Private Banking/ Asset Management.
• Command on English language.
• Additional language required.
• Proficient in MS Office.
• CISI qualification.