Associate Relationship Manager

Job Summary
The Associate Relationship Manager is responsible for managing and growing Priority Banking and Personal Banking client relationships by understanding client needs and providing appropriate banking, wealth, and lending solutions. The role focuses on driving profitable portfolio growth through new client acquisition, relationship deepening, cross-selling, and delivering an exceptional client experience. The incumbent will also support service delivery by handling client requests, resolving queries, managing complaints, and supporting branch teams to achieve business objectives.
Key Responsibilities
Strategy – Relationship Management

• Drive the Affluent Banking strategy by achieving Net Sales Revenue (NSR) targets while maintaining productivity, efficiency, and risk standards.
• Build, manage, and deepen relationships with Priority and Personal Banking clients through proactive engagement and tailored financial solutions.
• Increase client share of wallet by promoting Wealth Management (WM), retail banking, lending, and deposit products.
• Provide regular portfolio reviews, financial guidance, and timely follow-up to support evolving client needs.
• Strengthen relationships with clients and, where appropriate, their family members, advisers, and other key influencers.
• Retain and grow high-value client portfolios while converting service recovery opportunities into long-term client loyalty.
• Resolve client queries effectively and deliver outstanding customer service.

Job Summary
The Associate Relationship Manager is responsible for managing and growing Priority Banking and Personal Banking client relationships by understanding client needs and providing appropriate banking, wealth, and lending solutions. The role focuses on driving profitable portfolio growth through new client acquisition, relationship deepening, cross-selling, and delivering an exceptional client experience. The incumbent will also support service delivery by handling client requests, resolving queries, managing complaints, and supporting branch teams to achieve business objectives.
Key Responsibilities
Strategy – Relationship Management

• Drive the Affluent Banking strategy by achieving Net Sales Revenue (NSR) targets while maintaining productivity, efficiency, and risk standards.
• Build, manage, and deepen relationships with Priority and Personal Banking clients through proactive engagement and tailored financial solutions.
• Increase client share of wallet by promoting Wealth Management (WM), retail banking, lending, and deposit products.
• Provide regular portfolio reviews, financial guidance, and timely follow-up to support evolving client needs.
• Strengthen relationships with clients and, where appropriate, their family members, advisers, and other key influencers.
• Retain and grow high-value client portfolios while converting service recovery opportunities into long-term client loyalty.
• Resolve client queries effectively and deliver outstanding customer service.

• Contribute to branch performance by achieving revenue and portfolio growth targets while meeting productivity and risk management requirements.

• Demonstrate and promote the Group’s values, culture, and valued behaviours.
• Collaborate effectively with business, risk, and control partners.
• Complete all mandatory learning and compliance requirements.

• Operate within the Bank’s Operational Risk framework and ensure compliance with internal policies and external regulations.
• Maintain strong knowledge of banking products, retail operations, credit processes, audit requirements, and risk controls.
• Ensure adherence to Anti-Money Laundering (AML) requirements and Customer Due Diligence (CDD) standards.
• Drive effective complaint management and minimise operational losses.
• Escalate…