Mgr/AVP, Relationship Manager - Wealth Banking
Core
Marketing and promoting banking products (unit trusts, insurance, treasury investments, cards, deposits) to potential clients with AUM of >100k to 499k and managing key relationships to expand portfolios.
Role type
Senior IC relationship manager (wealth banking)
Builds
Banking products and services for retail clients
Domain
Financial Services / Wealth Banking
Deliverable
product features
Required skills
Financial services industry experience, sales experience, customer relationship management, financial analysis, cross-selling
Preferred skills
Personal banker experience
Responsibilities
Marketing banking products to potential clients, managing key customer relationships, analyzing customer financial requirements, cross-selling banking products