Wealth Banking Relationship Manager
Job Summary
Responsible for promoting and marketing diverse banking products and services, including unit trusts, insurance, and treasury investments. You will manage and nurture relationships with new and existing clients to support portfolio growth. The role requires providing tailored financial advice to meet customer needs and driving business expansion through proactive cross-selling.
Responsibilities
- Promote banking products and services
- Manage and grow customer portfolios
- Provide professional financial advice
- Identify and cross-sell investment solutions
Required Skills
- 3+ years in financial services
- Strong sales and negotiation
- Client relationship management
- Excellent communication skills
Job Details
Responsibilities:
- Promote and market a wide range of banking products and services, including unit trusts, insurance, treasury investments, cards, deposits, and other retail banking products to potential clients.
- Manage relationships with existing and prospective customers while providing sound financial advice to support portfolio growth and long-term engagement.
- Understand customers’ financial needs and match them with suitable banking and investment solutions to create mutually beneficial opportunities.
- Drive portfolio expansion through proactive cross-selling of relevant banking products and services.
Requirements:
- Minimum 3 years experience in the financial services industry, preferably with exposure as a Personal Banker, Relationship Manager, or similar client-facing banking role.
- Candidates with strong sales experience may also be considered.
- Good customer relationship management skills with a high level of integrity and professionalism.
- Strong communication and interpersonal skills.
- Dynamic, self-motivated, and target-driven.