Live opening · Posted 2 days ago
At a glance
The key details from the original listing.
About the role
Description supplied by the original job listing.
The HNI (High Net worth individuals) relationship manager is
accountable for a portfolio of High Net worth Clients, integrating and
coordinating all Banks’ Group products, services and resources in order to
maximize the value of the business relationship and ensure profitability for
the Bank and the Client
Managing the banking and investments relationship with Au Royale clients
and responsible for overall growth of Liabilities & Investment business
from HNI segment.
• Increase CASA balance in allocated portfolio either through Deepening or
Acquisition of NTB Royale Customer,
• Proactively and timely identifies potential problem accounts and
formulates appropriate risk
• Mitigating strategies.
• Manage customer migration between segments, sub-segments and the HNI
business.
• Grow portfolio profitability through the utilization of available
multi-channel delivery strategies, such as actively managing customer
migration onto electronic banking channels.
• Develop, manage, and expand Au Royale customer relationships by providing
service level which exceeds client expectations of most important customer
segment
• Ensure all sales activity is recorded online as per the organizational
process (CRM)
• Develops new and expands existing High Net worth Customer relationships
for liabilities and retail assets
• Informs customers about new products or product enhancements to further
expand the banking relationship
• Capture and maximize the business opportunity through detailed client
profiling as per organizational process (CRM)
Employment type
Full Time
Work arrangement
No
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