Relationship Officer-Wealth Management

Job Purpose:

• To acquire, grow and deepen WM Banking relationships through effective relationship management, increased wallet share & budgeted volumes while meeting customers’ financial and investment needs. Ensure adherence to Banks policies, ethics and code of conduct

Accountabilities:

• Generate new business to achieve defined sales targets in all WM products
• Build and deepen relationships with existing WM customers to achieve increase in share of wallet and revenues
• Ensure proper documentation is done across products and timely draw-down
• Offer products that suit the customers risk profile and appetite
• Be fully abreast with the market competition to be able to provide information to the customer on products without any bias
• Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements

Experience

• At least 2-3 years of experience in banking, WM and relationship management or customer service preferably in a similar mass affluent /HNI relationship management job

Skills

• Strong commitment for sales success with goal oriented attitude
• Strong relationship building and relationship management skills
• Team player
• Critical thinking