Relationship Officer, UHNI (Private Banking)

• →Actively source, prospect, and acquire new UHNI clients, leveraging existing networks and professional referrals.
• →Prepare call plans.
• →Follow through to ensure identified prospects are converted.
• →Identify customer needs and proactively seek to provide products/ services to meet the anticipated needs.
• →Participate in regular review of customer segment marketing strategies / customer plans and make appropriate improvement suggestions.
• →Pay regular visits / make calls to key decision makers in the value chain of existing customers with a view to improving or maintaining good relationships.
• →Develop competences as might be required by the bank, Group Head and Relationship Manager.
• →Monitor and evaluate own portfolio performance.
• →Perform other duties as assigned by the Relationship Manager and/or Group Head, Private Banking.

• Bachelor's degree in any relevant field.
• Minimum 3-4 years of relevant experience.
• Relevant professional certification will be an added advantage.

Required skills

• Excellent customer relationship development/management
• Strong customer service orientation
• Knowledge and understanding of Private Banking, Wealth Management, and the Retail market.
• Products Knowledge.
• Presentation and Selling skills.
• Credit appraisal and analysis Skills.
• Good negotiation, problem-solving and conflict resolution.
• Excellent communication and interpersonal skills
• High level of professionalism and discretion
• Attention to detail