Relationship Manager, Elite Banking Acquisition
Core
Expanding the base of Affluent, High Networth and Ultra High Networth clients by acquiring New to Bank clients through external and internal channels.
Role type
Elite Banking Acquisition Manager
Builds
New funded Elite Banking relationships and Wealth Management client base
Domain
Banking and Finance
Deliverable
client delivery
Required skills
client acquisition, lead conversion, KYC compliance, sales process management, market analysis, KPI delivery
Preferred skills
acquiring Affluent/High Networth clients, Investment products experience (Mutual Funds, Fixed Income, Equities, Insurance), Real Estate sales
Technologies
N/A (via careerplan.io/jobs/14-007-D7-352-relationship-manager-elite-banking-acquisition-at-cbd)
Responsibilities
Identify and acquire New To Bank Elite Banking clients; Assist clients in opening Elite Banking accounts; Engage with potential clients for conversion; Convert leads into funded relationships; Ensure complete KYC and onboarding; Coordinate micro marketing events; Maintain rigorous activity schedule and call reports; Meet Compliance and Control standards
Seniority
Mid-Senior, hands-on IC