Wealth Banking Relationship Manager
Job Summary
The Wealth Banking Relationship Manager is responsible for promoting and marketing a comprehensive range of retail banking and investment products. This role focuses on managing and expanding customer relationships by providing tailored financial advice and solutions. You will drive portfolio growth through proactive cross-selling and excellent client engagement.
Responsibilities
- Promote and market banking products
- Manage and expand customer relationships
- Provide tailored financial advice
- Drive portfolio growth via cross-selling
Required Skills
- 3+ years in financial services
- Strong sales and negotiation skills
- Customer relationship management
- Excellent communication skills
- Target-driven and professional
Job Details
Responsibilities:
- Promote and market a wide range of banking products and services, including unit trusts, insurance, treasury investments, cards, and deposits 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.