Relationship Development: Cultivate strong relationships with high-net-worth clients by understanding their financial goals and offering customized solutions.
Portfolio Oversight: Monitor portfolio performance to ensure balance sheet health and revenue growth while identifying cross-selling opportunities.
Business Development: Drive new business through face-to-face engagements and enhance existing portfolios with value-added services.
Stakeholder Collaboration: Work closely with internal stakeholders to respond swiftly to sales leads and explore synergies across various bank services.
Data Analysis & Client Engagement: Analyze customer and market data to identify expansion opportunities; maintain regular client contact through a structured calling schedule.
Customer Advisory Role: Serve as the primary advisory point for clients, addressing inquiries and liaising with back-office services to enhance client satisfaction.
Lending & Risk Management: Execute annual credit reviews, assist clients with documentation for credit applications, and monitor credit facilities to mitigate risk.
Regulatory Compliance: Conduct needs analyses when onboarding clients, provide full disclosure of services, and maintain accurate records per regulatory requirements.
Team Management: Oversee the Relationship Manager Assistant to ensure portfolio objectives are met effectively.
Market Insights: Identify and share market trends, risks, and opportunities with management to optimize and sustain revenue growth.