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 and market banking products and services
- Manage relationships with existing and prospective customers
- Provide sound financial advice and investment solutions
- Drive portfolio expansion through cross-selling
Required Skills
- Financial services industry experience
- Customer relationship management
- Strong communication and interpersonal skills
- Dynamic and target-driven
Job Details
Responsible for promoting and marketing 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:
- 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.