Relationship Manager, Priority Clients

Job Summary

Maximize new business, acquisition and referral opportunities while deepening relationships with existing priority clients, meeting specified service standards.

Key Responsibilities

• Conduct professional, consultative financial analysis and profiling sessions with customers to identify and meet their financial needs and objectives.
• Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• In collaboration with the PB team manager, branch manager or PTL, develop monthly plans to achieve or exceed sales targets for new business and customer acquisition.
• Participate in marketing and promotional activities to drive customer acquisition.
• Source and call on individual prospects.
• Provide quality, efficient after‑sales services.
• Manage anti‑attrition and retention of clients.
• Organise and c...