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Senior relationship manager, priority clients
4 weeks ago
Job ID: 8291
Location: Manama, BH
Department: Retail Banking
Type: Regular Employee
Employment Type: Office - Full Time
Date Posted: 11 Feb 2025
JOB SUMMARY
The Relationship Manager is primarily responsible for servicing and managing customer relationships under the Priority Banking program by engaging them, uncovering their needs and providing them with the appropriate products, services and solutions from the entire range of the Consumer Banking suite.
The Relationship Manager is responsible to drive profitable revenue and volume growth from their portfolio with a focus on new acquisition, deepening of existing customer relationships and cross sell thereby improving market and customer share of wallet with the Bank.
RESPONSIBILITIES
Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross product holding per client.
Build, understand and sustain relationships with the clients circle of influence (e.g. a parent, mentor, advisor or other family member).
Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance.
Serve as a problem-solver for the client, helping them identify Investment criteria, recognize and handle concerns that arise as consultation moves closer to decision.
Provide ongoing portfolio supervision, with a continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment.
Retain existing high value clients by growth of wallet with the bank through relationship management activities.
Resolve client queries without further escalation.
Effectively convert service recovery to sales opportunities and sustained client loyalty.
QUALIFICATIONS
Certifications CFA or FAP Certified.
5+ years of successful business practice in client relationship management in the banking industry, with the relevant depth of experience in financial services.
Strong interpersonal and communication skills with multicultural awareness and sensitivity and ability to deal with people of all levels.
A team player with good initiatives & assertiveness.
Proven track record in business goal management.
Make effective business decisions independently, based on sound financial and business principles.
Sound knowledge and experience in building and managing cross border business.
Superior knowledge of wealth management products and financial markets.
Strong analytical skills and core banking/asset products system knowledge.
Strong product knowledge of assets & liability products, operations and process.
Possess diverse investment and market views to offer a concise and consolidated view of events so as to give the appropriate recommendation and guidance to clients.
A self-motivator who is keen on upgrading & improving personal knowledge & skills to meet evolving job requirements.
ABOUT STANDARD CHARTERED
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you.
WHAT WE OFFER
Core bank funding for retirement savings, medical and life insurance.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days).
Flexible working options based around home and office locations.
Proactive wellbeing support through various programs.
A continuous learning culture to support your growth.
Being part of an inclusive and values driven organisation.
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