Relationship Manager - Priority Private Banking

• Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs
• Demonstrate a genuine interest in customers, helping them achieve their financial goals
• Collaborate with Product Specialists to provide advanced technical support and address multiple client needs
• Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary

• University-level education, preferably in finance, business, or a related field
• >6 years of experience in a client-facing environment within banking with strong relationship-building skills
• Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills
• A strong understanding of financial markets and a genuine interest in staying informed
• A mature, independent mindset with the ability to perform effectively under pressure
• Relevant CMFAS certificates

No additional skills required