Multinational Bank Relationship Manager (Wealth and Relationship Management)

Multinational Bank Relationship Manager (Wealth and Relationship Management)

Multinational Bank

Job Title: Relationship Manager – Wealth and Relationship Management

Job Ref: 6174

Responsibilities

• Support the Private Clients Goal Based Financial Planning Philosophy by providing end to end, relationship based support to the Wealth Manager’s portfolio of clients through implementing appropriate financial solutions,
• To maintain a high level of integrity and ethical standards.
• Establishes and builds one-on-one relationships with clients based on mutual respect, in assigned portfolio by delivering exceptional service levels, specifically focusing on a pro-active contact (calling) strategy and programme.
• Ensures successful retention of existing customers in assigned portfolio by strengthening and expanding relationships. This is achieved by intimately understanding the customer, servicing the customer’s business and personal financial needs and focusing on the management of key accounts.
• Interacts and build relationships with (Product Owners) Business Banking Account Executive’s, Private Banking and (CIB) Corporate and Investment Banking Relationship Managers, in order to provide a seamless solution to the client’s banking requirements.
• To assist with related queries where possible, and facilitate when specialist advice is required by referring to appropriate experts
• Manages the “Cost of Sales” through evaluation of margins, cost of service and utilization of the multi-channel delivery strategies,
• Effectively attend to and monitor customer complaints on portfolio, identify root causes and address at source, to prevent re-occurrence
• Proactively communicate new product information to all customers.
• Attend client events to build personalised client relationships.
• Acquires new business for the portfolio in line with the Customer Value Proposition segment specifications, acquisition targets to increase market share and specific sales strategies
• Maximizes bank profitability and ensure value add to customers through cross-selling
• Structures credit applications effectively, focusing on high quality motivations
• Once credit approval obtained brief the Assistant Relationship Manager on the fulfilment and collateral preparation process to follow.
• Restructures debt for efficiencies bringing a customer’s asset base under one roof
• Attend to all risk matters, including all KYC/FAIS/EDD and other regulatory matters.
• Ensures that procedures laid down in Group Reference Guide are adhered to and, where flexibility needs to be exercised, that the necessary dispensation is held

Qualifications

• Working knowledge of Private Clients strategy, overall Group strategy and Private Clients value proposition
• 4 – 5 years’ branch banking experience, with exposure to customer consulting, telling, enquiries, service, BDC/Forex, assets and overall customer service 

How to Apply

Apply by noon, 11th May 2015 to recruit@manpowerservicesgroup.com quoting the job reference number and indicate your current or past gross monthly salary.