Expert Financial Relationship Specialist
Job description
Job Opportunity:
We are seeking a seasoned Banking professional to join our team as a Relationship Manager in Private Banking. The ideal candidate will have excellent communication and interpersonal skills, with a proven track record of meeting or exceeding sales targets.
Key Responsibilities:
• Drive business growth through effective customer relationships and strategic product penetration.
• Meet defined income objectives by focusing on cross-selling relevant products and services.
• Develop and execute plans to increase Assets Under Management (AUM) for self and team level.
• Convert existing bank clients into managed clients through tailored wealth management solutions.
• Maintain accurate records of customer interactions in the CRM system.
Requirements:
To succeed in this role, you will need:
• Strong analytical and problem-solving skills.
• Excellent communication and negotiation skills.
• Ability to work effectively in a team environment.
• Proven sales and marketing skills.
• Familiarity with banking regulations and compliance requirements.
We offer a competitive compensation package and opportunities for career advancement. If you are a motivated and results-driven individual looking for a new challenge, please apply today
Benefits:
• Opportunities for career growth and development.
• Competitive salary and benefits package.
• Recognition and rewards for outstanding performance.
Job Opportunity:
We are seeking a seasoned Banking professional to join our team as a Relationship Manager in Private Banking. The ideal candidate will have excellent communication and interpersonal skills, with a proven track record of meeting or exceeding sales targets.
Key Responsibilities:
• Drive business growth through effective customer relationships and strategic product penetration.
• Meet defined income objectives by focusing on cross-selling relevant products and services.
• Develop and execute plans to increase Assets Under Management (AUM) for self and team level.
• Convert existing bank clients into managed clients through tailored wealth management solutions.
• Maintain accurate records of customer interactions in the CRM system.
Requirements:
To succeed in this role, you will need:
• Strong analytical and problem-solving skills.
• Excellent communication and negotiation skills.
• Ability to work effectively in a team environment.
• Proven sales and marketing skills.
• Familiarity with banking regulations and compliance requirements.
We offer a competitive compensation package and opportunities for career advancement. If you are a motivated and results-driven individual looking for a new challenge, please apply today
Benefits:
• Opportunities for career growth and development.
• Competitive salary and benefits package.
• Recognition and rewards for outstanding performance.