Senior Relationship Manager - Priority Banking

About the Role
Delivering exceptional value to high-net-worth clients, this role orchestrates the end-to-end management of priority banking relationships, ensuring tailored financial solutions that drive customer loyalty and business growth. Leveraging deep product knowledge and sound judgement, the role resolves complex client needs within policy and regulatory frameworks, balancing risk with opportunity.

Responsibilities

• Acquire new to bank HNI (High Network Individual) customer relationships satisfying the priority banking criteria through sales of liability, asset, and investment products.
• Ensure cross-sell and refer business to other areas of the bank (e.g., Business Banking, Corporate Banking, etc.).
• Be conversant with the full range of PRB Banking products and services.
• Meet all assigned targets on WM revenue, FX revenue, deposits, and assets consistently month on month.
• Ensure that no mis-selling occurs and that customers are made aware of all risks, rewards, fees, and charges of the products before executing any deal.
• Maintain the NPS (Net Promoter Score) higher than 50 at all times.
• Achieve a CSAT (Customer Satisfaction) score of 95%.
• Resolve 95% of complaints and service requests (SRs) within the agreed turnaround times (TATs).
• Stay fully aware of all policies relating to operational risk, sales processes, credit policy, anti-mis-selling, etc.
• Be responsible for ensuring up-to-date compliance, KYC, and profiling for each client while maintaining a high level of confidentiality at all times.
• Assess customer risks, suitability of products, and explain appropriate products and services to meet client requirements.

Qualifications

• Bachelor graduate.
• Experience in Priority Banking or Private Banking relationship management.
• CISI Professional Qualification.