Relationship Manager, Priority Clients

Position Overview

The Relationship Manager role involves overseeing and enhancing connections with clients within Priority Banking and Priority Private Banking sectors. The incumbent will focus on facilitating wealth management, assisting clients in setting financial objectives, investment management, and portfolio construction aimed at sustained growth and financial stability. Support is provided by specialized teams covering investment, insurance, product offerings, and treasury services to deliver holistic client solutions.

About the Wealth and Retail Banking Division

This division serves over 13 million customers, including individuals and small businesses, emphasizing affluent segments such as Private Banking and Premium categories. The strategy includes nurturing emerging affluent customers who are prospective future clients. The bank is recognized as a leading wealth manager across Asia, Africa, and the Middle East, leveraging strong local presence and international networks to capitalize on cross-border wealth opportunities. Comprehensive financial services include deposits, payment solutions, financing, advisory, investments, and bancassurance.

Key Responsibilities

• Engage clients through consultative financial analyses and profiling to align solutions with their financial goals.
• Enhance client relationships by sharing updates and insights on local and international market trends and financial products.
• Collaborate with management to develop and execute monthly sales plans aiming at new client acquisition and business growth.
• Participate actively in marketing initiatives and promotional events to attract potential customers.
• Identify and reach out to prospective individual clients.
• Deliver quality and efficient post-sale services to clients.
• Implement strategies to minimize client attrition and bolster client retention.
• Conduct sales presentations to various groups, including clubs, associations, and corporate organizations.
• Leverage internal referrals from colleagues across different departments to acquire clients.
• Adhere to money laundering prevention measures and report suspicious activities to the appropriate compliance units.
• Ensure compliance with all relevant banking regulations and internal controls.

Candidate Profile

• At least four years of experience in retail banking, client acquisition, and relationship management.
• Strong technical knowledge of consumer banking products such as Treasury, Equities, Funds, and Insurance.
• Proven experience managing High Net Worth Individual (HNWI) accounts.
• Bachelor’s degree in finance, banking, or a related discipline.

About the Bank

Established over 170 years ago, this global financial institution is committed to making a positive impact on clients and communities. It fosters a culture that values integrity, innovation, inclusiveness, and client-centricity. The organization encourages unique individual talents and proud of its diverse, inclusive work environment.

Values and Behaviors

• Integrity and assertiveness with a client-focused approach.
• Continuous improvement and innovation with simplicity and learning from experiences.
• Collaboration and inclusiveness to build sustainable, collective success.

Employee Benefits

• Competitive remuneration aligned with a Fair Pay Charter and comprehensive benefits.
• Retirement savings plans, medical and life insurance, with additional flexible benefits available.
• Generous leave entitlements including annual leave, parental/maternity leave (up to 20 weeks), sabbaticals (up to 12 months), and volunteering leave.
• Flexible working arrangements supporting balance between office and home.
• Robust wellbeing initiatives including access to digital mental health platforms, resilience development courses, employee assistance programs, and mental health first-aiders.
• Opportunities for continuous professional development and skills advancement through various learning platforms.
• An inclusive work culture valuing diversity and supporting each employee to realize their potential.