Relationship Manager

Job description

Tasks

• The Relationship Manager (RM) is the main 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

• Responds to all customer inquiries promptly and professionally.
• Ensures a high level of customer satisfaction by adapting 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 departments.
• Participates in the development and implementation of customer initiatives and new marketing strategies and supports ad hoc projects as needed.

Prospect & Client Management

• Applies a collaborative team approach to develop and deliver comprehensive wealth management solutions for clients.
• Deepens customer relationships continuously and optimizes revenue by acquiring new customers and increasing 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

• Implements and achieves an appropriate "first time right" culture, including high KYC quality, positive control results, and high-quality documentation of CCN.
• Ensures timely clarification of outstanding items, alerts, notifications, training, and/or conditions.
• Is aware of risk management issues and remains familiar with them.

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.
• Passion for customer service.
• Possesses good judgment and can work under pressure.
• Plans, organizes and carries out work autonomously and allocates working time independently.

Professional and technical skills

• Familiar with the regulatory environment.
• Solid business acumen and knowledge of global financial markets.
• Ability to match customer requirements with suitable product solutions.
• Willingness to travel.

We offer