Relationship Manager, Wealth (Nationwide)

Overall

Responsible to achieve fee income on wealth & investment targets.

What you will do

• Single touch point to serve the high net worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
• Ensure achievement of targets assigned
• Work with Branch Manager to ensure sales activities are in line with business direction
• Review performance with Branch Manager.
• Grow the AUM, fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group
• Source for new business / customers
• Build rapport / enhance relationship with customers
• Joint sales marketing with Branch Manager
• Retain existing customers; grow share of wallet with the bank through cross-selling
• Ensure consistent delivery of high quality services to customers through meeting or exceeding customer expectation guided by the service level agreement, efficient / accurate standards and good business processes / judgments.
• Ensure strict compliant to the Bank's standard policy and procedures, internal control and compliance, regulatory requirements and AMLA / CFT.
• Deliver good customer service and follow up.
• Ensure all customer complaints and feedback being resolved within TAT.

Qualifications

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