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Relationhip Manager - Private Banking (7-12 yrs)
Rekrut
posted 3+ weeks ago
Fixed timing
Key skills for the job
Opening for Private Wealth RM:
- Relationship Management: Building and maintaining strong, long-term relationships with clients, understanding their financial needs and goals.
- Financial Solutions: Providing tailored financial advice and solutions, including investment options, wealth management strategies, and other banking products.
- Client Acquisition: Identifying and acquiring new high-net-worth clients for the bank.
- Sales and Revenue Generation: Achieving assigned business objectives and targets by promoting and selling relevant banking products and services.
- Product Knowledge: Keeping up-to-date with the latest financial market trends, investment products
- Customer Service: Ensuring a high level of customer service and satisfaction by addressing client queries and concerns promptly and effectively.
- Compliance: Adhering to all relevant banking regulations and compliance guidelines.
Functional Areas: Other
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