Relationship Manager - Wealth Management

Job Purpose

To acquire, grow and deepen Wealth Management banking relationships through effective relationship management, with special focus on the analysis and satisfaction of WM customers’ financial and investment needs, with an aim to meet the budgeted volumes. 

Main Responsibilities and Accountabilities

• Generate new business to achieve defined sales targets in all Wealth Management (WM) products
• Build and deepen relationships with existing WM customers to achieve increase in share of wallet and revenues
• Assessment of the quality, potential and profitability of new relationships as well as the existing portfolio
• Ensure that the service standards of WM are met and maintained and Nil undesirable business is sourced
• Provide truly professional customer service to achieve a high level of customer satisfaction and retention
• Update customers on the global economic policies and trends; be abreast with information on equities, bonds, commodities, futures, options, indices, bullion, derivatives
• Offer products that suits the customers risk profile and appetite
• Be able to manage an incremental portfolio of relationships; liabilities, AUM and assets
• Advise and promote Mortgage, SME business and other businesses of the bank and to refer potential cases to the respective business

• Strong selling and inter-personal skills required to market new customers and sell bank products
• Knowledge on investment products and skills to evaluate customers need using the analytical approach
• Knowledge on market economics and the working dynamics of the stock / share / commodities
• Leadership skills to lead and motivate a team of sales and service people
• Relationship Management skills