Live opening · Posted 6 days ago
The key details from the original listing.
Live timing from JobBeeper.
Description supplied by the original job listing.
The Sky CA Classic Relationship Manager plays a crucial role in our bank's Sky Channel-VRM - CA department. Your primary responsibility will be to develop and maintain strong relationships with our high-net-worth customers, ensuring their financial needs are met with personalized solutions. You will be the key point of contact for these clients, offering expert advice and guidance on a range of financial products and services. This role requires excellent communication and interpersonal skills, as well as a deep understanding of the financial industry and its products.
A bachelor's degree in finance, business administration, or a related field is preferred.
Minimum 3 years of experience in relationship management or a similar role, preferably in the banking industry.
Strong knowledge of financial products, including investments, insurance, and banking services.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
Analytical mindset with the ability to interpret financial data and provide insightful recommendations.
Proactive approach to identifying client needs and offering tailored solutions.
Ability to work independently and manage a diverse portfolio of high-value customers.
Proficiency in using banking software and tools for client relationship management.
Strong organizational skills and attention to detail.
A self-motivated and results-driven attitude with a passion for delivering exceptional customer service.
Build and nurture long-term relationships with high-value customers, understanding their financial goals and needs.
Offer tailored financial solutions, including investment advice, wealth management, and banking services.
Stay updated on market trends and financial products to provide relevant and timely advice to clients.
Collaborate with other departments to ensure a seamless customer experience across various banking services.
Conduct regular reviews and meetings with clients to discuss their portfolio performance and make necessary adjustments.
Identify cross-selling opportunities and promote the bank's products and services to existing clients.
Maintain a high level of customer satisfaction and ensure a positive brand image for the bank.
Handle customer inquiries and complaints promptly and efficiently, providing effective resolutions.
Stay compliant with all regulatory requirements and adhere to the bank's policies and procedures.
Work arrangement
No
Recently tracked roles with full details and direct application links.