Priority/Affluent Relationship Manager - Bank

About Wealth and Retail Banking

Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

As an Affluent Relationship Manager, you will play a pivotal role in managing and growing our high-value customer base.

You will be responsible for:

- Acquiring and retaining a portfolio of priority clients.

- Cross-selling wealth management products and services to customers.

- Providing exceptional customer service and building strong relationships with clients.

- Contributing to the overall success of the branch by achieving business performance measures.

Role Requirements:

- Minimum of Five (5) years of proven and progressive wealth sales experience or equivalent.

- Strong understanding of financial planning fundamentals

- Excellent communication and interpersonal skills

- Ability to build strong relationships with clients.

- Proven track record in sales and customer service

- Passion for delivering exceptional customer experiences.

- Must possess the required licenses ie. PCE, CEILI, FIMM, TBE & IPPC