Relationship Manager - BFS

Relationship Manager

Our client is searching for experienced candidates for the position of banking relationship manager.

Responsibilities for banking relationship manager:

- Manage independently a client portfolio for the bank

- Uses client feedback to generate integrated client solutions and product improvements to improve revenue

- Managing HNI and Ultra HNI

- Profiles existing customers to maintain and expand banking relationships

- Managing clients' investment portfolios to ensure financial success

- Discussing major financial goals of clients to better understand their objectives

- Updating clients and customers on their portfolio activity and success

- Maintaining strong relationships with clients to build trust

- Proactively seeking new clients for the bank