Relationship Manager – High Networth Individuals (HNIs)
Location :
Exim Tower
Experience :
5 – 8
Posted :
30-Jan-2025
Key Words :
Retail Banking
Job Description
The purpose of this role is to offer personalized financial solutions and deliver exceptional service to high-net-worth clients. This includes addressing their unique financial needs, fostering long-term relationships, and enhancing customer satisfaction to drive business growth.

Roles & Responsibilities

Actively work to expand the deposit base by acquiring high-net-worth clients, focusing on both the number of clients and the value of deposits in line with the targets provided.
Achieve the fee income objectives by managing and growing the portfolio of existing and new-to-bank (NTB) Elite clients, driving overall profitability.
Build and nurture strong, trust-based relationships with high-net-worth clients to ensure retention and long-term loyalty.
Provide bespoke financial advice and innovative solutions tailored to clients’ specific needs, considering their unique financial situations and aspirations.
Serve as the main point of contact for clients, offering exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring satisfaction.
Regularly assess and review clients’ financial portfolios to ensure alignment with their financial goals, adjusting as necessary to maximize returns and minimize risks.
Identify and actively pursue new business opportunities, both from existing clients and new prospects, ensuring continuous portfolio growth.
Collaborate with internal teams, including Wealth Management, Investment Advisors, and Risk, to provide clients with a comprehensive suite of financial services that meet their needs.
Continuously stay informed about market trends, financial products, and investment opportunities to offer timely and relevant advice to clients.
Ensure full compliance with all relevant banking policies, regulatory requirements, and industry standards in all client interactions and transactions.
Continuously looking for ways to improve service delivery, operational efficiency, and client satisfaction to enhance the overall client experience.
Perform any other duties as assigned by management, contributing to the overall success of the Elite Banking function.

QUALIFICATION AND EXPERIENCE REQUIRED
•University degree in Business Administration or Economics and relevant professional qualifications in banking, finance, or marketing
•Minimum of 8 years relevant working experience in a similar position
•Computer literacy and knowledge of new evolving technology systems

COMPETENCY REQUIRED
Demonstrated ability to assess customer needs and design products that effectively address those requirements.
Self-assured, goal-oriented, and eager to take on new challenges with a drive for success.
Possesses a high energy level and a proactive, results-driven approach.
Highly self-motivated, quick to learn, and capable of working independently under pressure while maintaining high efficiency.
Experience in structured trade finance, syndication, and project financing is considered an asset.