Officer, Branch Relationship Manager, Consumer Banking Group
Core
Manage and grow a portfolio of individual clients by providing tailored financial solutions, wealth management advice, and acquiring new customers through prospecting and branch events.
Role type
Branch Relationship Manager (Consumer Banking)
Builds
Financial products including deposits, investments, insurance, mortgages, credit cards, and personal loans
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
relationship management, wealth management, financial sales, financial portfolio review, regulatory compliance, prospecting, financial product knowledge
Preferred skills
CMFAS papers or equivalent local regulatory certifications
Responsibilities
Manage and grow a portfolio of individual clients, Acquire new customers through active prospecting and referrals, Achieve individual sales targets across financial products, Conduct regular financial portfolio reviews with clients, Deliver exceptional customer service, Adhere to regulatory requirements and compliance standards
Seniority
Individual Contributor