Premier Relationship Manager, Onshore

Key Responsibilities

• Work closely with investment, insurance and treasury specialists to provide holistic wealth management solutions to Premier Banking clients.
• Manage and grow an assigned client portfolio, driving client acquisition, activation and funding to achieve Premier Banking balance requirements.
• Build and deepen relationships with existing clients through proactive engagement and regular financial reviews.
• Provide market insights and investment updates, identifying clients' financial needs and recommending suitable wealth management solutions.
• Deliver personalised financial planning and advisory services based on clients' financial goals and risk profiles.
• Identify new business opportunities through market analysis, referrals and effective portfolio management.
• Encourage digital adoption by educating clients on digital and remote banking channels to enhance their banking experience.
• Deliver exceptional client service while ensuring compliance with internal policies and regulatory requirements.

Requirements

• Strong academic qualifications with relevant experience in Wealth Management, Premier Banking or Relationship Management.
• Proven track record in managing client portfolios and achieving business development targets.
• Good understanding of financial markets, investment products and wealth management solutions.
• Strong interpersonal, communication and relationship-building skills.
• Self-motivated, resilient and commercially driven, with an entrepreneurial mindset.
• Ability to work independently while collaborating effectively with internal product specialists and stakeholders.
• Customer-centric, proactive and adaptable, with a strong desire to succeed in a dynamic banking environment.