We are looking for an experienced and result-oriented Affluent Relationship Manager to manage and grow relationships with high-net-worth and affluent customers. The ideal candidate should have strong banking experience, excellent relationship management skills, and a proven ability to drive business through existing and new clients.
Key Responsibilities
- Manage and strengthen relationships with affluent and high-value customers.
- Acquire new customers and generate business through referrals, networking and market outreach.
- Understand customers’ financial needs and recommend suitable banking and financial products.
- Drive sales of deposits, investments, insurance, loans, credit cards and other banking products.
- Achieve assigned revenue, portfolio growth and customer acquisition targets.
- Maintain regular contact with key customers and provide high-quality service.
- Identify cross-selling and upselling opportunities within the existing customer portfolio.
- Ensure compliance with bank policies, KYC requirements and regulatory guidelines.
- Coordinate with internal teams to ensure smooth processing and resolution of customer requirements.
- Monitor portfolio performance and maintain strong customer retention.
Candidate Requirements
- Prior banking experience is mandatory.
- Experience in Relationship Management, Affluent Banking, Priority Banking, Wealth Management or Retail Banking will be preferred.
- Strong sales and business development skills.
- Excellent communication, interpersonal and negotiation skills.
- Ability to manage a high-value customer portfolio.
- Strong customer-service orientation with a target-driven approach.
- Graduate/Postgraduate qualification from a recognized institution.
