Relationship Manager, Priority Clients

The purpose of the role is to maximize new business acquisition and deepen relationships with Priority Clients, delivering service standards for the Priority Clients segment.

• Conduct professional, consultative financial analysis and profiling sessions with customers to meet their financial needs and objectives.
• 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 or PTL, draw up monthly plans for achieving and exceeding sales targets to meet new business and customer acquisition goals.
• Participate in marketing and promotional activities for customer acquisition.
• Source and call on individual prospects.
• Provide quality, efficient after‑sales services.
• Manage client anti‑attrition and retention.
• Or...