High-Performing Banking Relationship Manager
2 weeks ago
Job Summary:
This role is focused on developing and managing a Premier customer base, building long-term relationships with an assigned portfolio of clients. The ideal candidate will possess strong relationship-building skills, a proven sales ability, and excellent communication and interpersonal skills.
Key Responsibilities:
- Cultivating Relationships: Develop and maintain a high-performing customer base through regular engagement and personalized service.
- Wealth Management: Match financial and investment product solutions to the needs of Premier customers, ensuring their overall wealth is managed effectively.
- Sales and Growth: Identify opportunities to promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements:
- A university-level education in finance, business, or a related field.
- At least 4 years of experience in a client-facing environment within banking.
- Demonstrated sales ability with a customer-centric approach and exceptional communication skills.
- A strong understanding of financial markets and the ability to stay informed.
- A mature, independent mindset with the ability to perform under pressure.
- Relevant CMFAS certifications.
Compensation:
The estimated annual salary for this position is $120,000-$150,000, depending on experience and qualifications.
Skills and Qualifications:
This role requires a unique combination of skills, including:
- Strong relationship-building skills.
- Proven sales ability.
- Excellent communication and interpersonal skills.
- A strong understanding of financial markets.
- CMFAS certification.
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