Relationship Manager - Private Banking

To grow the bank s HNI and UHNI customer base through acquisition through referrals and within the bank s value chain whilst sustaining existing relationship

Job Responsibilities

• Identify and establish new HNI/UHNI relationship within the Value Chain Marketing
  Review call plans of the team
  
• Follow up with account officers to ensure identified clusters/prospects are converted
  
• Identify customer needs and proactively seek to provide products/ services to meet the anticipated needs
  
• Regularly review customer segment marketing strategies / customer plans and make appropriate improvement suggestions
  
• Pay regular visits / make calls to key decision makers in the value chain of existing customers with a view to improve or maintain good relationship
  
• Develop competences in direct reports
  
• Monitor and evaluate performance of the Team members
  
• Perform other duties as assigned by the Head Private Banking
  

Requirements

Qualification: First degree Second degree or Relevant professional qualifications CIBN MBA CFA etc.

Minimum Experience: 12 years relevant experience. At least 5 years in the marketing of retail services and/or marketing functions.

Skills/Competence Requirements

Required Knowledge Skills & Abilities

• Excellent customer relationship development/management
  
• Good negotiation problemsolving and conflict resolution
  
• Knowledge and understanding of Private Banking Wealth Management and the Retail market
  
• Products Knowledge
  
• Selling skills
  
• Credit appraisal and analysis Skills
  
  

Supervisory Skills

• Supervisory / Influencing
  
• Team building / conflict management
  
• Organization & coordination
  
• General managerial /administration
  
  

Generic Skills

• Interpersonal skills
  
• Computer appreciation / data entry (wordprocessing/spreadsheet/graphics)