WB Relationship Manager

The WB Relationship Manager manages relationships with Wealth Banking clients to support the bank’s business objectives. The role builds and maintains relationships with new and existing clients, presents suitable financial products and services, and provides professional financial advice.

The manager analyzes client needs and risks to develop suitable investment portfolios, follows bank policies and procedures, and tracks and reports performance against assigned targets. Qualifications include a relevant bachelor’s degree, at least two years of banking or financial-product sales experience, strong communication, presentation and negotiation skills, and the ability to work under pressure and meet targets. A Single License or another relevant license is preferred if held, and strong English is advantageous.

• Build and maintain strong relationships with new and existing Wealth Banking clients.
• Present suitable financial products and services, including investment, insurance and credit products.
• Provide professional financial advice to support clients in achieving their financial goals.
• Analyze client needs and risks to develop suitable investment portfolios.
• Follow bank policies and procedures, track performance and report against assigned targets.

• Bachelor’s degree or higher in business administration, finance, banking or a related field.
• At least 2 years of banking or financial-product sales experience; Wealth Banking client experience is preferred.
• Strong knowledge of financial products and services.
• Excellent communication, presentation and negotiation skills.
• Strong interpersonal skills, ability to work under pressure and meet targets; a Single License or other relevant license is preferred, and strong English is advantageous.