Senior Relationship Manager

Role Purpose The role is responsible for driving client acquisition and managing relationships within the Priority and Private Banking segments The role involves identifying and engaging HNWIs and UHNWIs both locally and internationally based on Priority Private banking qualifying criteria The SRM will source and crosssell wealth management and liabilities products contributing to the growth of the banks portfolio and overall frontend revenue This includes utilizing the banks extensive global network and resources to identify opportunities across various markets where the bank has a presence Key Accountabilities of the role Client Acquisition Relationship Management Proactively source NTB clients within the Priority and Private Banking segments ensuring alignment with the banks qualifying criteria for wealth management services Build and maintain longterm relationships with existing clients ensuring consistent engagement and satisfaction Develop a personalized approach to client acquisition by understanding clients financial goals needs and risk profiles Engage with potential clients via targeted outreach leveraging internal and external networks local international branches events and marketing initiatives Sourcing Wealth and Liability Products Promote and sell a full range of wealth management products including Sukuk Structure products Mutual Funds BancaTakaful and other banking solutions tailored to meet the specific needs of HNWIs and UHNWIs Source and crosssell liability products and mortgages to clients ensuring appropriate product placement based on individual client circumstances Collaborate with product specialists credit teams and other internal resources to develop bespoke solutions for clients Market Expansion CrossBorder Sourcing Leverage the bank s international network to source clients and business opportunities from global markets where the bank has a presence including the identification of crossborder wealth and liability needs Stay up to date with market trends and competitor offerings to ensure the bank s wealth and liability products remain competitive across all markets Client Onboarding Documentation Lead the client onboarding process ensuring all necessary documentation compliance and KYC are completed in a timely and accurate manner Ensure adherence to regulatory guidelines and internal policies related to client account management Revenue Generation Targets Achieve assigned targets related to client acquisition wealth revenues and portfolio growth in line with bankwide goals Monitor track and report on performance metrics identifying areas for growth and improvement Ensure the successful crossselling of a range of products to maximize the lifetime value of each client Networking Brand Representation Represent the bank at events networking opportunities and private client gatherings to enhance brand presence and generate leads Develop a deep understanding of clients evolving needs and deliver exceptional service to ensure client retention and referrals Key Deliverables Acquisition of NTB clients for priority and private banking Growth in wealth revenues including assets under management AUM and liabilities Increase in FX revenues Growth in NTW through targeted wealth management solutions Specialist Skills Technical Knowledge Required for this role Strong understanding of wealth management products private banking services and liability solutions Ability to source new clients and build longterm profitable relationships with highnetworth and ultrahighnetworth individuals Strong interpersonal and communication skills with the ability to engage clients in a professional confident and approachable manner Excellent understanding of the regulatory environment and compliance requirements for wealth management services Strong analytical skills and attention to detail A high degree of selfmotivation with a focus on achieving set targets Previous experience Minimum of 35 years of experience in wealth management priority banking private banking You will be redirected to the company website to apply for this position