Main duties

• Build and maintain a portfolio of high-net-worth clients with a view to developing mutually beneficial business opportunities and manage relationships with high-net-worth customers to maximize revenue and ensure exclusivity to the Bank.
• Promote the bank’s full range of offerings: credit facilities, deposits, forex or any specific products.
• Serve as the main point of contact for all client banking and investment needs, including Traditional and Wealth management.
• Target prospects to drive Business Development and sales.
• Identify opportunities for upselling and deepening wallet share with high-net-worth prospects.
• Develop appropriate operational relationships with customers across functions and ensure customer satisfaction through ongoing relationship development.
• Control the quality of the portfolio using available triggers and adherence to Risk Management guidelines and policies.
• Create networks with key decision-makers internally and externally.
• Manage the end-to-end onboarding of new clients
• Stay updated on global and local developments
• Coach & motivate junior team members to ensure employee engagement levels.
• Adhere to confidentiality clauses at all times.
• Liaise with internal support departments to ensure that all requests are attended.
• Monitor accounts in arrears and ensure quick regularization.

Prerequisites

• Degree in Banking + 3 years’ experience as a Relationship Manager in a Banking environment (including private Banking experience).
  OR
  10 years’ experience in a banking environment (including a managerial role or Private Banking/HNW relationships experience)
• Customer focused- Ability to respond to customer needs and evaluate customer satisfaction while actively striving to provide excellent service.
• Knowledge of wealth management products
• Sufficient knowledge of modern management techniques and best practices.
• Active listener, giving your full attention at all times.
• Result and target-driven; ability to meet sales targets and production goals.
• Familiarity with industry rules and regulations; well-versed in banking Guidelines.

Skills

• Team Management.
• Excellent oral and written communication skills; ability to convey information effectively and convincingly to all levels.
• Numerical reasoning ability.
• Planning, time management skills and presentation skills.