Relationship Manager (Private Wealth)

Duties and Responsibilities:

Coordinates with appropriate parties from the Retail Banking Sector, Institutional Banking Sector, Market Sales Group, Consumer Lending Group for new-to-Private Wealth referrals, and to secure the pre-requisites of PW-referred accountsWorks with the PW Support team for the completion of client onboarding requirementsConstructs, validates, updates the account’s profile to determine the client’s banking and investment needs and risk appetite, and recommends appropriate financial solutions accordingly.Conducts regular portfolio reviews as part of the assessment process.Recommends to the Department Head potential markets, client referral resources, and opportunities for an initial dialogue with prospective new-to-bank customers.Ensures existing clients and candidates for on-boarding are introduced to the department headAttends to customers’ queries consistent with the bank’s customer experience promise, and anticipates and creates other opportunities that will lead to enhanced business relationshipsPerforms other functions that may be required from time to time

Qualifications:

At least 3 years experience as a Relationship Manager in the banking or financial services industrystrong background in credit evaluation and financial analysisGood communication skills and confident in taking to senior clients and internal partnersStrong analytical skills