Officer, Lifestyle Relationship Management (Affluent Cards), Consumer Bank
Core
Serve as the primary liaison for an exclusive portfolio of ultra-high-net-worth (UHNW) ULTIMA cardholders, delivering customized lifestyle concierge services and managing complex account issues.
Role type
Senior IC lifestyle relationship manager (affluent cards)
Builds
Customized lifestyle concierge solutions and seamless client journeys for UHNW clients
Domain
Luxury hospitality + premium banking
Deliverable
client delivery
Required skills
UHNW client servicing, luxury hospitality management, vendor governance, data privacy compliance, complex problem solving, analytical thinking
Preferred skills
Experience with external luxury vendors, cross-functional collaboration with private banking teams
Technologies
Data analysis tools
Responsibilities
Serve as the dedicated single point of contact for top-tier ULTIMA cardholders; Deliver proactive lifestyle concierge services coordinating with external luxury vendors; Monitor and gate-keep third-party premium vendors for quality and compliance; Safeguard sensitive UHNW customer information adhering to data privacy policies; Collaborate with Product, Marketing, and Private Bank teams to optimize client journeys.