Wealth Banking Relationship Manager
Job Summary
Responsible for promoting and marketing a wide range of banking products and services to potential clients. Manage relationships with existing and prospective customers while providing sound financial advice to support portfolio growth. Drive portfolio expansion through proactive cross-selling of relevant banking products and services.
Responsibilities
- Promote banking products and services
- Manage client relationships
- Provide financial advice
- Drive portfolio expansion through cross-selling
Required Skills
- Minimum 3 years financial services experience
- Customer relationship management
- Strong communication skills
- Target-driven and self-motivated
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.
- Manage relationships with existing and prospective customers.
- Provide sound financial advice to support portfolio growth and long-term engagement.
- Understand customers’ financial needs and match them with suitable banking and investment solutions.
- Drive portfolio expansion through proactive cross-selling.
Requirements:
- Minimum 3 years experience in the financial services industry, preferably as a Personal Banker, Relationship Manager, or similar client-facing 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.