Wealth Relationship Manager - Bank

Job Summary:

- As a Wealth Relationship Manager, you will be responsible for developing and expanding relationships with High Net Worth (HNW) clients.

- Your primary focus will be on managing liabilities and commercial assets, providing exceptional customer service, and cross-selling banking products.

- You will also inform clients about new products, plan and execute special sales initiatives, coordinate with group companies, and maintain comprehensive relationship records.

Key Responsibilities:

Client Relationship Management:

- Develop and manage relationships with High Net Worth (HNW) clients to meet their financial needs.

- Customer Service and Policy Compliance:

- Ensure high levels of customer service orientation and adherence to bank policies and procedures.

- Address client inquiries and resolve issues promptly to maintain customer satisfaction.

Product Cross-Selling:

- Identify opportunities to cross-sell existing bank products to clients, aligning with their financial goals and needs.

- Keep clients informed about new products, enhancements, and services to enhance their banking experience.

Sales Initiatives and Events:

- Plan and conduct special sales initiatives and events to attract prospective clients and strengthen relationships with existing clients.

- Develop strategies to engage clients and promote bank offerings.

Coordination with Group Companies:

- Work closely with other group companies to provide clients with seamless access to a broader range of products and services.

- Facilitate cross-functional collaboration to meet client needs.