Relationship Manager – Wealth Management
Relationship Managers at Deposits and Partnership specialises in building and maintaining long term relationships with high net worth customers. They look for sales opportunities particularly for the increase of the deposit base of the Bank.
Relationship Manager : Wealth Management
Position: Manager/Assistant Manager
Key Responsibility
- Builds and develops long term and in-depth customer relationships with high net worth individuals and customers
- Provides consistent and tailored wealth management services to high net worth individuals and customers.
- Leads in activities to ensure opportunities are identified and D&P customer needs are met effectively
- Acquires potential customers with proactive strategic planning to maintain and grow the uab D&P network
- Builds effective networks both internally and externally, and creates opportunities for others to work collaboratively
Qualifications
- Minimum a Bachelor’s degree, preferably a Master’s degree in Business Management, Banking and Finance or related disciplines
- Understanding of financial planning and wealth products
- Must be experienced and competent in relationship building and able to provide high level of service to customers
- Proficient in English
- Proficient in Microsoft Office applications