relationship manager.

Portfolio Management & Client Relationship

• Serve as the dedicated financial advisor for an assigned portfolio of retail and priority banking clients.
• Conduct regular portfolio reviews to assess client goals, risk profiles, and financial needs.

Business Development & Client Acquisition

• Identify and convert cross-selling and up-selling opportunities across deposit products, credit cards, mortgages, personal loans, and wealth management solutions.
• Proactively acquire new retail banking clients through prospecting, referral networks, branch walk-ins, and community engagement.

Advisory & Wealth Solutions

• Provide tailored financial guidance on wealth preservation, investment strategies, insurance, and retirement planning (subject to licensing).
• Collaborate with internal specialists (e.g., Wealth Advisor, Mortgage Specialists, Treasury Desk) to deliver comprehensive financial solutions.

Risk Management & Compliance

• Ensure full compliance with relevant banking regulations, internal policies, Anti-Money Laundering (AML), and Know Your Customer (KYC) requirements.
• Maintain complete and accurate documentation for account opening, credit applications, and product transactions.

• Collaborate with internal specialists (e.g., Wealth Advisor, Mortgage Specialists, Treasury Desk) to deliver comprehensive financial solutions.
• Supported by experienced and knowledgeable Team Leaders.

skills and experience required

Education & Certification

• Education: Bachelor’s degree in Business, Finance, Banking, Economics, or a related field.
• Certifications: Relevant certification (e.g. local market regulatory licenses such as CMFAS) is preferred or required depending on the jurisdiction.

Experience

• 1+ years of experience in retail banking, priority banking, or wealth management sales.
• Proven track record of meeting or exceeding revenue and portfolio growth targets.
• Demonstrated experience in managing a high-value personal client portfolio.

Key Competencies & Skills

• Sales & Pitching: Strong sales acumen with proven success in consultative selling and relationship building.
• Financial Knowledge: Sound understanding of retail banking products, credit assessment, investment principles, and market trends.
• Communication: Excellent interpersonal, verbal, and written communication skills.
• Client Service: High level of professionalism, empathy, and client-centric mindset.
• Analytical Ability: Ability to assess complex client financial situations and recommend appropriate solutions.

To apply online please use the 'apply' function, alternatively you may contact Benjamin at 96544631.
(EA: 94C3609/ R26163835 )