Relationship Manager - Bank

Role Overview

Relationship Managers will manage and grow affluent client portfolios, drive acquisition through referrals and networks, and deliver high-quality investment advice in collaboration with central Advisors. The role balances client ownership with disciplined execution and platform-led working.

Key Responsibilities

1. Client Portfolio Management

- Manage assigned affluent client portfolios

- Conduct regular portfolio reviews and client interactions

- Ensure long-term relationship retention and wallet share growth

2. Client Acquisition

- Acquire new affluent clients through referrals and personal networks

- Build a steady acquisition pipeline

- Maintain consistent inflow of new relationships

3. Advisory Execution

- Work closely with Advisors on investment solutions

- Execute and document investment advice and client decisions

- Ensure suitability and clarity in all recommendations

4. CRM & Platform Usage

- Maintain sales funnels and client activity on CRM

- Use AI-enabled RM Co-Pilot tools for tracking, follow-ups, and insights

- Ensure data accuracy and process discipline

Ideal Candidate Profile

- 3-8 years of experience in affluent wealth / retail private banking

- Proven client acquisition capability

- Strong client communication and relationship skills

- Comfortable working with advisory teams and digital platforms