Private Banking (Relationship Manager) at Abbey Mortgage Bank Plc

Duties and Responsibilities

• Maintain relationships and generate new HNI Leads. Consult all HNI regarding financial requirements.
• Recommend products and services inclusive of credit structures. Develop loan packages for credit review as well as underwriting.
• Evaluate financial, tax plus credit needs of all customers.
• Monitor customers' changing requirements and recommend strategies to utilize organization products and services.
• Prepare customer base by servicing existing clients and cross- selling products.
• Develop new business by interacting with external resources and inform about changing market conditions.
• Supervise bank operations suitably to include personal banking relations, client service operations and problem resolution.
• Ensure customer satisfaction by contact as well as maintenance of relationship.
• Maintain and update knowledge of banking products along with financial or investment services and knowledge of industries or market areas served.
• Upgrade on latest developments plus market trends to identify and service client needs.

Requirements

• 5-7 years' Experience in the Banking Sector with at least 3 years in Private Banking.
• B.Sc. in Finance, Accounting, or other related social sciences.
• Good knowledge of leading practices in financial operational services
• Basic knowledge of book-keeping and accounting
• Knowledge of Abbey's product andservices
• Adequate knowledge of financial services industry and the mortgage and retail/small business banking sub-sectors in particular
• Good knowledge of banking operations