Relationship Manager

Job description

Tasks

• The Relationship Manager (RM) is the primary point of contact between the customer and the bank.
• He/she acts externally as an ambassador for the bank and is responsible for the proactive and autonomous management of a portfolio of high net worth and/or ultra high net worth private clients.

Client Experience

• Respond to all customer inquiries in a timely and professional manner.
• Ensures a high level of customer satisfaction by adjusting the frequency and intensity of contact to customer preferences.
• Provides appropriate investment advice in line with the bank's guidelines and the asset allocation specialists within the bank.
• Responsible for proactively delivering customer feedback regarding products and services to the relevant units.
• Participates in the development and implementation of customer initiatives and new marketing strategies and supports ad hoc projects as needed.

Prospect & Client Management

• The RM is responsible for proactively developing and managing a portfolio of high net worth and/or ultra high net worth clients.
• Employs a collaborative team approach, including the appropriate use of specialists, to proactively develop and deliver comprehensive wealth management services to clients.
• Deepens customer relationships continuously and optimizes revenue by acquiring new customers and an additional share of wallet/cross-selling.
• Proactively manages customers who pose a risk and develops a succession strategy to minimize the risk of customer loss and generational transitions.
• Embraces new processes and product initiatives and uses the available tools in daily business.

Risk management

• The RM is responsible for managing daily business risks and is an integral part of the first line of defense.
• Ensures a strong culture of compliance, ethical behavior, and sound risk management practices.
• Implement an appropriate "first time right" culture, including high KYC quality, positive control results, and high-quality documentation of CCN via the 5 Ws.
• Ensures timely clarification of outstanding items, alerts, notifications, training, and/or conditions.

Requirements

Personal and social skills

• Very good interpersonal skills.
• Open and accessible.
• Shows genuine interest in people.
• Ability to engage with customers and colleagues from different backgrounds.
• A natural team player.
• Persistence and persuasiveness.
• Passionate about customer focus.
• Possesses good judgment and the ability to work under pressure.
• Plans, organizes and carries out work autonomously and allocates working time independently.

Professional and technical skills

• Familiarity with the regulatory environment.
• Solid commercial judgment and knowledge of global financial markets.
• Ability to combine customer requirements with suitable product solutions.
• Willingness to travel.

We offer