Relationship Manager - Private Banking

To enhance the relationship value of the customers and to acquire new customers by providing customer oriented private banking solutions, through an established process.

• Undertakes ownership and full accountability for sales volumes and profitability within assigned area of business.
• Follow all audit and compliance procedures and adhere to bank policies & procedures
• Develops new business relationships with HNWI and institutions.
• Provide a superior level of customer relations and service
• Attain established individual, department and Bank goals through active participation in sales management and officer call programs.
• Tracks and analyses trends and makes recommends to senior management.
• Maintains a list of allocated accounts.
• Provides superior advice and a high level of customer service to all potential and current clients.
• Assesses the individual client’s needs and tolerance to risk and offer the optimal product solutions.
• Ensures that all client accounts are monitored and maintained.
• Screens client accounts to establish adequate diversification subject to client agreement.
• Generates reports on an ongoing basis.

Graduate with a degree in Banking, Finance or a related subject.

Minimum 5 years in banking with a relationship role. An excellent working knowledge of Banking products and marketing is required with person to person schools, planning ability, analytical and problem solving skills.

Other skills required are:

• Good interpersonal and communication skills