Relationship Manager (Senior Private Banker | Cacs Certified | Sales Role) | Csbdu01

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02 This is a perm role for one of our private banking client Work Location: CBD Area Job Scope Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically. Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services. Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk. Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification. Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process. Job Description The Relationship Manager is primarily responsible for achieving business targets through the following: Acquisition of new high net worth customers Generation of additional volume from existing customers across sales channels Development and engagement of strong relationships with assigned customers Delivery of excellent customer service through investment products and service offerings Trust Advisory Referrals A. Business Development 1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers. 1.1. Identifies and promotes a robust pipeline of prospective customers. 1.2. Sets appointments proactively and meets with customers to establish their needs & requirements. 1.3. Pursues marketing and solicitation of invest…