Relationship Manager, Priority Banking (Nationwide)
As a Relationship Manager, Priority Banking you’ll be responsible for managing and developing relationships with clients of Priority Banking & Priority Private Banking to drive business growth and meet the bank's strategic objectives. You’ll help clients set wealth goals, manage investments, and create portfolios for long‑term growth and stability. You’ll be supported by specialists in the areas of investment, insurance, products and treasury to provide clients with comprehensive solutions. This is an opportunity for you to demonstrate your relationship management, sales, customer service and communications skills. Our Relationship Managers can advance their careers across client segments or explore roles across Wealth and Retail Banking.
Key responsibilities
- Support our clients to meet their financial needs, as they progress through their career and life‑stages.
- Build relationships for the long‑term and understand clients’ financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
- Stay ahead of the market and get regular market updates and investment insights from our Chief Investment Office (CIO) to share with clients.
- Leverage myWealth digital and help clients to create custom portfolios, check performance and asset allocation based on CIO’s advice.
- Provide outstanding client experiences.
Role Requirements
Minimum of Three (3) years of proven and progressive wealth sales experience in client acquisition, relationship management and retail banking.Strong understanding of financial planning fundamentals.Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc.).Excellent communication, interpersonal and relationship building skills.Self‑starter and team player who enjoys working in an international environment.Local language skills, client networks and experience.Must possess the required licenses i.e. PCE, CEILI, FIMM, TBE & IPPC.We Offer
Flexible and hybrid working practices.Benefits and Resources.Talent Development.#J-18808-Ljbffr