Wealth Relationship Manager

Job Purpose :

The role is focused on driving growth in the Retail Banking business through excellent customer service, premium client acquisition, and cross-selling of banking and investment products. The incumbent will build and maintain strong relationships with key clients, helping them make informed financial decisions, while ensuring the branch delivers a seamless customer experience.

Roles and Responsibilities :

• Manage a portfolio of key clients and deliver personalized financial advisory services
• Offer Portfolio Investment Services tailored to individual client needs
• Utilize digital applications for creating product suitability matrices and financial planning
• Act as a key interface between the bank and high-value clients to offer complete banking, wealth management, and portfolio management solutions
• Drive profitability by increasing wallet share from existing clients
• Deepen customer relationships through effective cross-selling of banking products
• Ensure full compliance with the bank's Standard Operating Procedures (SOPs) and service control standards
• Collaborate with product and cross-sell teams to maximize customer engagement and satisfaction

Secondary Responsibilities :

Skills Required

Financial Advisory, Portfolio Management, Customer Relationship Management, Wealth Management