Job description

Reports To

Executive Relationship Manager

Efficiently manage high worth clients, providing high end services and maximizing profits along with creating good will for the bank

•    Target Planning: Achieve agreed individual performance targets for deposit growth, income generation, product sales and new client growth targets
•    Customer Satisfaction: Ensure client satisfaction with all products/services offered by ABK and ACIC
•    Business Development: Coordinate when needed with product specialists in different businesses (e.g. CBD, ACIC, Treasury) to push for products
•    Exercise Organization: Conduct KYC exercise
•    Sales: Prepare sales plans in accordance with stated targets
•    Enquiry Management: Respond to client enquiries and request
•    Clients Management: Proactively approach clients to discuss opportunities or provide update

•    Minimum 7 years of experience.
•    Minimum Experience 3 years in Affluent Banking, or in supporting relationship management
•    Successful record of supporting major high worth clients
 

•    Understanding of Retail Banking products and services
•    Knowledge of Retail Banking practice and processes
•    Proven knowledge of investment asset classes, strategies, and products and/or solid experience in placing, advising, or raising funds for investment assets

Internal:    
•    All Corporate Teams, ACIC, Risk Management, Remedial, Retail, Operations & Treasury    
External:
•    Priority Bank Clients

RBD 24.58