Premier relationship manager
3 weeks ago
- Developing andmaintaining relationships with high networthclients
- Providing personalized financial adviceand wealth management solutions
- Understandingclients financial goals and risktolerance
- Identifying crosssellingopportunities for banking and investmentproducts
- Implementing strategies to expand theclient base through referrals andnetworking
- Collaborating with internalstakeholders to deliver exceptional clientservice
- Monitoring and managing the performanceof client portfolios
- Conducting regularportfolio reviews and financial planningsessions
- Keeping abreast of market trends andinvestment opportunities
- Adhering to regulatoryand compliance standards
- Meeting revenuetargets and KPIs
- Resolving client inquiries andissues in a timely manner
- Contributing to thedevelopment of client retentionstrategies
- Participating in promotionalactivities and events to enhance the brandsvisibility
- Bachelors degree inBusiness Finance Economics or relatedfield
- Minimum of 2 yearsexperience in Branch Branking overall 24 yearsexperience
- Workknowledge of Relationshipmanagement
- Max ageof 32 years canapply
- Demonstrated track recordof acquiring and managing high networthclients
- Indepth knowledge of investmentproducts regulatory requirements and markettrends
- Strong sales and negotiation skills witha proven ability to meet targets
- Excellentinterpersonal and communication skills
- Abilityto analyze complex financial information and provide strategicadvice
- Sound understanding of risk assessmentand mitigation strategies
- Commitment toupholding the highest ethical standards andintegrity
- Ability to work effectively in a teamas well as independently
- Flexibility to traveland attend client meetings as required
- Fluencyin multiple languages may beadvantageous
client relationshipmanagement,branch banking,sales management
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