Relationship Manager, Private Banking at Coronation Merchant Bank

Description

• Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients
• Establish relationships with product specialists and other internal stakeholders to customise product solutions for clients
• Lead business development activities for top clients/partners
• Maintain and cultivate long-term relationships with the customer
• Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis
• Advocate for a solution or idea that is a win-win for the organization and customer.
• Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents
• Seek to improve customer metrics by applying benchmarks of customer management
• Manage a customer-centric research program that integrates economic and industry trends into the analysis
• Utilise knowledge of financial instruments to propose funding/ investment strategies as required
• Upsell and cross-sell products and services to clients.
• Research and pursue new business opportunities
• Cross-sell products by leveraging on FI relationships including coordinating with other business units and product specialists to market organisation's products and services for customised solutions
• Enhance clients' experience by providing timely information and advice to address their financial needs
• Handle High Net Worth clients by monitoring financing plans, coordinating, and resolving conflicts and managing expectations of involved parties.

Requirements

• Interested candidates should possess a Bachelor's Degree in relevant fields with 7 - 20 years work experience.