Relationship Manager, Priority Clients

Job Description

Job Summary The purpose of the role is to Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment The Role Responsibilities • To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives. • To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products. • In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals • To participate in marketing and promotional activities for customer acquisition. • To source and call on individual prospects • To provide quality, efficient after-sales services • To manage anti-attrition and retention of clients • To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations. • To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc. • To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit. • To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities. Show More