Premier Banking Relationship Manager
5 days ago
Principal Responsibilities:
- Develop and manage a Premier customer base, building long-term relationships with an assigned portfolio of clients.
- Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
- Demonstrate a genuine interest in customers, helping them achieve their financial goals.
- Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
- Promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements:
- University-level education, preferably in finance, business, or a related field.
- >4 years of experience in a client-facing environment within banking with strong relationship-building skills.
- Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
- A strong understanding of financial markets and a genuine interest in staying informed.
- A mature, independent mindset with the ability to perform effectively under pressure.
- Relevant CMFAS cartificates
To apply online please use the apply function
(EA: 94C3609/ R21103354)
Tell employers what skills you have
Wealth Management
Referrals
Treasury
Microsoft Excel
Interpersonal Skills
Wealth
Loans
Trend Analysis
Retail Banking
Pressure
Financial Analysis
Banking
Customer Service
Disposition
Excellent Interpersonal Communication Skills
Technical Support
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