Job Title: Relationship Manager, Private Banking
Qualification
BA, BSc, HND
Job Field
Banking, Sales, Marketing
Key Responsibilities
Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement ; this is achieved through an in-depth analysis of the clients balance sheet so as to identify opportunities and match these opportunities to products, solutions provided by the group.
Monitor the delivery of different groups Wealth, Lending, and Transactional as well as other specialist product and service providers against customer plan.
Grow portfolio profitability through the utilisation of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
Manage customer migration between segments, sub–segments and the Private Banking business.
Proactively and timeously indentifies potential problem accounts and formulates appropriate risk mitigating strategies.
Understands clients risk profile and maximises the ‘risk vs. reward’ balance for individual clients by optimising product mix.
Comply with rules, regulations, and legislation governing the financial services industry.
Key Performance Measures
achievement of relationship manager sales budget
Growth, Volume – Customer acquisition and retention
Client profitability and Risk Management
Cross-sell existing bank and group financial product and services to obtain greater share of wallet.
Execution of customer plan
Internal Relationships
Product specialist assigned to Private Banking business
Branch Operations
Group relationships within PBB Personal and Business Banking, CIB Corporate and Investment Banking, wealth and offshore.
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