Relationship Manager, Offshore
Core
Drive business development and client acquisition for affluent and HNW clients using a comprehensive suite of banking and wealth management solutions.
Role type
Relationship Manager (Wealth Management & Corporate Banking)
Builds
Banking and wealth management products (investments, funds, equities, insurance, treasury)
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, client profiling, sales planning, prospecting, networking, presentation delivery, after-sales service, regulatory compliance
Preferred skills
RNF certification, CFMAS certification, experience with affluent/HNW clients
Technologies
N/A
Responsibilities
Conduct consultative financial analysis and profiling to understand customer needs; Build and deepen relationships through market updates and insights; Develop monthly sales plans to achieve acquisition targets; Drive business development via proactive prospecting and networking; Deliver presentations to groups and organizations; Develop referral networks; Manage client retention and after-sales service; Maintain compliance with regulatory and risk requirements
Seniority
Mid-Senior, hands-on IC