Relationship Manager, High Net Worth Individuals (HNWI)

Experience & Qualifications

• Minimum of 5 years’ experience in a consumer banking-focused role
  
• Bachelor’s degree in a relevant discipline
  

Skills, Capabilities & Personal Attributes

• Strong customer and market orientation with excellent networking ability
  
• Proven ability to set direction and drive execution
  
• Results-driven with a high level of ownership and accountability
  
• Excellent interpersonal, influencing, and communication skills
  
• Ability to engage and build relationships effectively with high-net-worth clients
  

• Acquire new high-value clients in line with defined target market criteria
  
• Proactively develop and manage client relationships by anticipating needs and delivering tailored solutions, ensuring high client satisfaction and achievement of agreed performance targets
  
• Drive financial performance across assigned portfolios, including liabilities, assets, and wealth management products
  
• Ensure all client instructions are executed accurately, applying required checks and controls in collaboration with relevant departments
  

• Manage day-to-day client queries and ensure prompt resolution of issues within the team
  
• Uphold and embody the bank’s RACE-IT culture and service principles in all client interactions
  
• Deliver exceptional service to Premier clients, with zero tolerance for unresolved complaints
  

• Track and provide weekly reports on portfolio performance at RM level
  
• Collaborate effectively with other Relationship Managers to drive productivity and shared success
  
• Work closely with Branch and Operations teams to deliver seamless and exceptional customer service
  

• Ensure strict adherence to Operational Risk and Compliance guidelines, including KYC and AML requirements
  
• Continuously monitor the credit portfolio to maintain NPL levels at a maximum of 3%, and take prompt remedial action where necessary
  

• Execute and support strategic initiatives aimed at driving business growth and enhancing overall performance