Senior Relationship Manager (Wealth Banking Department)

Key Responsibilities

• Achieve monthly and annual sales targets
• Build and maintain strong, long-term relationships with clients
• Identify and acquire new customers and business opportunities
• Promote and drive cross-selling of banking and wealth products
• Provide personalized financial advice and wealth solutions
• Collaborate with branch managers and internal teams to ensure smooth operations
• Handle customer inquiries, feedback, and complaints professionally
• Monitor market trends and customer needs to identify opportunities
• Prepare and submit regular performance and sales reports
• Ensure compliance with internal policies and regulatory requirements
• Participate in marketing campaigns and client engagement activities

Key Requirements

• Bachelor’s degree in any discipline (MBA or relevant advanced degree preferred)
• Minimum 4 years of experience in banking, wealth management, or a related field
• Strong background in customer relationship management (customer service experience is an advantage)
• Proven ability to achieve sales targets and drive business growth
• Excellent communication, negotiation, and interpersonal skills
• Strong marketing and problem-solving abilities
• Ability to work under pressure and manage multiple tasks effectively
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Good command of written and spoken English
• Solid understanding of financial products and wealth management services
• High level of professionalism, integrity, and customer focus