Premier Relationship Manager

Role Overview

As a Premier Relationship Manager, you will be responsible for managing a portfolio of high-value clients, delivering exceptional financial planning services, and driving business growth through acquisition, cross-selling, and retention. This client-facing role requires professionalism, in-depth financial expertise, and a strong commitment to delivering service excellence.

Key Responsibilities

• Serve as a trusted advisor to Premier clients, understanding their financial needs and recommending suitable products and services.
• Acquire new clients and upgrade existing ones through strategic relationship management.
• Conduct regular portfolio reviews to identify cross-selling opportunities and deepen client engagement.
• Refer non-qualified business to appropriate internal partners in line with proposition protocols.
• Identify opportunities for wealth reviews and collaborate with wealth advisers to deliver tailored solutions.
• Ensure operational integrity and compliance with the bank's Target Operating Model (TOM) to maintain operational excellence.
• Collaborate with the branch and direct teams to meet business performance targets.
• Deliver consistent, personalized service and contribute to process and service improvements.
• Maintain up-to-date knowledge of financial products and services across the Group.
• Support the implementation of the Premier and Wealth Management Strategy within the branch.

Qualifications & Requirements

• Minimum of 3 years experience in financial services or retail sales, with a proven track record in insurance and investment product sales.
• Strong technical expertise in wealth management and relationship management with high-net-worth clients.
• Excellent communication and influencing skills, with fluency in English and local languages.
• Demonstrated ability in sales, networking, and portfolio management.
• In-depth understanding of financial services products, client relationship systems, and business banking segments.
• Valid local regulatory licenses and accreditations in wealth management as required.
• Strong awareness of compliance, credit, risk, and internal control to maintain a balanced risk environment.