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 adjusting the frequency and intensity of contact to customer preferences.
• Provides appropriate investment advice in accordance with the bank's guidelines and the bank's asset allocation specialists.
• Forwards customer feedback on products and services to the relevant departments.
• Participates in the development and implementation of customer initiatives and new marketing strategies.

Prospect & Client Management

• Proactively develops and maintains a portfolio of High Net Worth and/or Ultra High Net Worth clients.
• Applies a collaborative team approach to develop and deliver comprehensive wealth management solutions for clients.
• Deepens customer relationships continuously and optimizes earnings through the acquisition of new customers and additional share of wallet/cross-selling.
• Proactively manages client risks and develops a succession strategy to mitigate loss risks and generational transitions.

Risk management

• Implements and achieves an appropriate "First Time Right" culture.
• Ensures timely resolution 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.
• Passion for customer service.
• 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 match customer requirements with suitable product solutions.
• Willingness to travel.

We offer