Officer, Branch Relationship Manager, Consumer Banking Group
Core
Acquire, grow, and manage a portfolio of affluent retail banking customers while providing comprehensive financial advisory services including wealth management, investment, and insurance solutions.
Role type
Senior IC relationship manager (affluent retail banking)
Builds
Financial solutions (deposits, investments, insurance, mortgages, credit cards, personal loans) for affluent customers
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
sales, wealth management, relationship management, financial advisory, regulatory compliance, financial markets knowledge, investment instruments
Preferred skills
goal-oriented mindset, incentive-driven performance
Responsibilities
Acquire and manage affluent customer portfolio, provide tailored financial advisory services, deliver sales performance against KPIs, build long-term customer relationships, ensure regulatory compliance, collaborate with internal teams
Seniority
Mid-Senior, hands-on IC