16 Nov 2020

Relationship Manager

Ref 33240

A leading international bank is seeking a Relationship Manager, to join their team servicing their local customers.

The Wealth Management teams provide a range of services to banks customers, supporting key life events, such as saving for university fees, buying a new home to retirement; whilst protecting their family and interests for every eventuality, providing confidence and reassurance.

In this role, the role holder  will:

  • Manage and support a portfolio of locally based customers
  • Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality.
  • Conduct personal economy reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of the bank’s clients
  • Advise on a full range of products and services that include both banks manufactured products and those provided by external partners

The ideal candidate for this role will have:

  • Hold a complete or be close to completing a role relevant Level 4 qualification, i.e. Dip CII, CISI (or equivalent QCF RDR level 4 qualification)
  • Experience working in relevant environment/s, i.e. retail banking, relationship management, front office
  • A track record of gaining an understanding of customers' needs and delivering excellent customer service
  • A flexible and adaptable approach to change and will support others to respond in a similar way
  • Both spoken and written communication skills with experience of adapting your style and approach to the audience and message to be delivered
  • Knowledge of financial planning and wealth products would be an advantage but not essential
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