Relationship Manager

About the job

This position is primarily accountable for managing accounts/clients and growing the volume and revenue of his/her clients.

Core Responsibilities

Manages client accounts:

• Ensures adherence to the account’s agreement, investment guidelines, special instructions, internal policies and procedures, and existing banking circulars and trust rules and regulations
• Receives notices, instructions, communications, and supporting documents related to the account’s investment and administrative requirements, and coordinates with concerned departments to ensure timely and correct execution
• Relays client’s instructions such as but not limited to contributions, withdrawals, transfers, and execution of trades
• Undertakes periodic visits to high net-worth individuals to maintain, build, and strengthen relationships
• Reviews periodically client portfolio

Provides investment advice and recommendation

Addresses and resolves client concerns and inquiries

Acts as alternate officer in the absence of other PW Relationship Manager

Attends training to improve knowledge, expertise, and skills relevant to work requirements

Performs other duties as assigned

Qualifications

• Bachelor’s Degree
• Preferably with Masters degree or other further business studies
• Preferably with experience in the banking business
• Knowledge of the trust business, investments, securities, and financial markets
• Knowledge with MS Word, MS PowerPoint, MS Excel / other spreadsheets applications, Virtual communication
• Good communication, analytical, and presentation skills