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Senior HR Recruiter at Skillventory
Views:135 Applications:33 Rec. Actions:Recruiter Actions:7
Relationship Manager - Private Banking (10-15 yrs)
- Achieve agreed Key Performance Indicator objectives through the development of existing and new Top Tier client relationships
- Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals
- Use tools, information, and delivery channels effectively to deliver the highest levels of client service
- Maintain a minimum standard of qualifying Top Tier Premier clients within portfolio as stated by Group
- Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients
- Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
- Identify opportunities, to refer business to GMP, GPB, Insurance and Asset Management, as appropriate
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
- Collaborate with the wider team to deliver the WPB performance measures and plan to support the multi channel client journey
- Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss.
- Adhere to selling process and sales quality requirements
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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