Associate Relationship Manager, Priority Clients

The purpose of the role is to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment. This includes conducting professional financial analysis and profiling sessions with customers, fostering and deepening customer relationships, and participating in marketing and promotional activities for customer acquisition.

Requirements

• RNF & CFMAS Certificates
• Client Acquisition Experience
• Account Management (of HNW Individuals) Experience
• Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc)

Benefits

• Core bank funding for retirement savings
• Medical and life insurance
• Flexible and voluntary benefits available in some locations
• Time-off including annual leave, parental/maternity leave, sabbatical, and volunteering leave
• Flexible working options based around home and office locations, with flexible working patterns
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders, and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies