Relationship Manager/Senior Relationship Manager - Private Banking Group

Private Banking Group - RM/Sr.RM

- 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