Customer Relationship Manager
Core
Provide excellent service to VIP Banking customers to satisfy their wealth management needs.
Role type
Senior IC customer relationship manager (VIP banking)
Builds
Wealth management products and banking services for high net worth individuals
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
sales of wealth management products, cross-selling banking products, proactive sales acquisition, deepening customer relationships, increasing share of wallet, professional service delivery, operational compliance
Preferred skills
portfolio management knowledge, financial markets knowledge, interpersonal skills, communication skills
Technologies
none stated
Responsibilities
meet and exceed sales targets, understand customers' financial needs, acquire new VIP Banking customers, grow existing portfolio, provide professional service in selling wealth management products, maintain disciplined customer contacts, work with product specialists, conduct operational procedures in a compliant manner
Seniority
Mid-level, hands-on IC