Relationship Manager (Private Banking) at Westfield Consulting

Purpose / Job Dimension

• Develop and champion the implementation of the Personal Banking strategy in line with the overall Private Banking strategy through customer acquisition and retention, Balance Sheet growth and profit targets.

Key Roles and Responsibilities

• Lead the strategic agenda through balance sheet growth, customer acquisition and retention, and profit and loss targets to support the overall achievement of the business strategy.
• Ensure achievement of profitability targets through revenue maximization and prudent cost management.
• Implement Bank-wide go-to-market strategy for new initiatives, working with relevant departments and stakeholders to drive execution.
• Drive achievement of growth and acquisition of new customers through the development and maintenance of quality products, propositions, and solutions relevant to businesses.
• Build and maintain strategic and productive relationships with stakeholders to drive the development and delivery of business solutions and revenue growth.
• Ensure effective customer loyalty programs for networking and deepening Personal Banking market penetration.
• Facilitate proactive relationships and excellent customer engagement by operating as a committed and main point of contact for clients in the branch and offering banking solutions that satisfy the customer’s requirements in line with each of the personal banking segment’s value propositions.
• Recommend and explain banking services and products to clients based on their needs.
• Account for all relevant segment or product metrics as applicable within the Bank’s policy i.e., risk limit, delinquency, compliance requirements etc.
• Coordinate the development and deployment of value propositions, product offerings, target segment strategy and business plan for the Personal Banking business......................