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.
• He/she delivers comprehensive wealth management solutions to meet the needs of 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 asset 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.
• Deepen customer relationships continuously and optimize earnings by acquiring new customers and increasing the share of customer assets.
• Proactively manages client risk and develops a succession strategy to minimize downside risk and generational transitions.

Risk management

• Implements and achieves an appropriate "First Time Right" culture.
• Ensures timely resolution of outstanding issues, alerts, notifications, training and/or conditions.
• Remains familiar with risk issues and ensures compliance with rules and guidelines.

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.
• Persistent and convincing.
• Passionate about customer service.
• Possesses good judgment and can work under pressure.
• Plans, organizes and carries out work autonomously.

Professional and technical skills

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

We offer

No specific benefits or incentives are mentioned.