Relationship Manager (Nationwide)

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Accountabilities

Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management. Provides total financial solutions to High Net Worth customers. Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products. Serves as the one-point contact to the High Net Worth customers of the Bank. Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings. Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers. Engages in cross selling of other products based on customer needs. Requirements

Strong relationship management skills to effectively manage, acquire, grow and deepen High Net Worth customers’ relationships. Ability to provide total financial solutions tailored to High Net Worth customers. Experience in conducting financial analysis and recommending strategies to achieve financial goals through a range of investment and insurance products. Capability to serve as the one-point contact for High Net Worth customers of the Bank. Analytical skills to assess economic trends, global markets, customer needs, and competitive products for personalized banking offerings. Proven track record in promoting and selling a variety of wealth products and bancassurance to both existing and potential customers. Experience in cross selling other products based on customer needs.

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