Relationship Manager, Private Banking at Terawork

Our client, a reputable company in the Finance industry is seeking a competent and qualified professional to fill the position of Relationship Manager, Private Banking.
Duties/Responsibilities:

• 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 customize 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.
• Utilize 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 organization's products and services for customized 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:

• Bachelors degree in business administration or similar field.
• Minimum of 7 years relationship management experience in the Banking Sector.
• Proven track record in Customer Relationship Management.
• Ability to build and maintain client and business relationships.
• Prior experience in the financial services industry interest in financial products and markets.
• Ability to recognize and exploit business opportunities.
• Interest in financial products and markets