Relationship Manager Private Banking

About this opportunity

Reports To Executive Relationship Manager Job Purpose Efficiently manage high worth clients, providing high end services and maximizing profits along with creating good will for the bank Generic Accountabilities 2. Corporate Governance and Compliance Work fully within risk policies and procedures and compliance regulations and ensure all divisional activities comply with corporate governance & regulatory/legal frameworks Risk Management: Work alongside Risk Management in ensuring that the function works fully within the set frameworks, proactively monitor and report on risk exposure in order to enhance control effectiveness. Policies & Processes: Develop and implement relevant policies and procedures and conduct regular reviews to remain relevant and effective. Compliance: Work fully within ABK’s Compliance regulations and standards. Specific Accountabilities • 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 Job Success Factors Education Bachelor's Degree or Equivalent Certification/Experience Experience • 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 Skills • 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 Work Contact Internal: • All Corporate Teams, ACIC, Risk Management, Remedial, Retail, Operations & Treasury External: • Priority Bank Clients Interview Questions JD Code RBD 24.58