Relationship Manager

Job Purpose

Responsible to achieve fee income on wealth & investment targets.

Key Responsibility

• Achieving individual and branch sales targets consistently, with a focus on Affluent growth, Wealth Management Products penetration growth, and Asset Under Management (AUM) growth.
• Collaborating with the branch manager in analyzing the financial and economic market to develop a sales plan and strategy.
• Working closely with the branch manager to schedule daily, weekly, and monthly sales activities according to the sales plan and strategy.
• Continuously analyzing and reviewing customers' portfolios to identify opportunities for offering customer solutions through a range of Wealth Management products.
• Ensuring that customer information is kept up-to-date and accurate in the Bank’s system at all times.
• Providing customer and market feedback consistently and engaging in performance reviews with the branch manager fr...