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 accordance with the bank's guidelines and the bank's asset allocation specialists.
• 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.

Prospect & Client Management

• The RM is responsible for proactively developing and maintaining 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 revenue by acquiring new customers and increasing the share of customer assets.
• Proactively manages customer risks and develops a succession strategy to mitigate loss risks and generational transition losses.

Risk management

• The RM is responsible for daily business risk monitoring and is an integral part of the first line of defense.
• Implements a strong culture of compliance, ethical behavior, and sound risk management practices.
• Implements and achieves an appropriate "First Time Right" culture.

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

We offer