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Relationship Manager- Offshore
1 month ago
Our client is a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.
Job Purpose
Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
The Role Responsibilities
- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products (North Asia, Malaysia, Indonesia, ROW, India market etc.).
- In consultation with the PB team manager/branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
- To participate in marketing and promotional activities for customer acquisition.
- To source and call on individual prospects
- To provide quality, efficient after-sales services
- To manage anti-attrition and retention of clients
- To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
- To solicit referrals from other parts of the bank e.g. RMs from C&I, staff, etc.
- To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
Our Ideal Candidate
- Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
- Experience in Relationship Management
- Proficiency in Business language as the incumbent will be supporting relevant market
Tell employers what skills you have
Wealth Management
Audit and Compliance
Referrals
Aftersales
Middle Office
Regulatory Compliance
Wealth Management Services
Customer Relationships
Relationship Management
Trend Analysis
Customer Acquisition
Financial Analysis
Banking
Prevention
Africa
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