Prestige Banking Relationship Manager - Fidelity Bank

JOB PURPOSE

Developing, managing and maintaining client relationships and advising clients on products and investments within Prestige Banking to achieve targeted Investment and Assets Under Management objectives.   

KNOWLEDGE, SKILLS & EXPERIENCE REQUIRED

• Minimum first degree in Bus. Administration, Finance, Economics and other related fields or equivalent
• Minimum of 5 years working experience of which at least 3 years in Banking
• Assessable Wealth Management knowledge to enable providing advice
• Detailed knowledge of KYC and AML requirements and procedures
• An understanding of Risk and Credit Policies and procedures
• Strong interpersonal and communication skills
• Customer service and engagement skills
• Punctuality is essential
• Ability to work under pressure
• Experience of working towards and agreed targets and objectives
• Ability to exercise initiative

• Provide solutions for resolving issues
• Highest levels of integrity and confidentiality
• Knowledge on the current markets and wider related industry
• Team player
• Intermediate level competency in Word and Excel

KEY PERFORMANCE INDICATORS

• Meet financial, business development, customer satisfaction and referral targets
• Achieve targeted AUM growth agreed annually
• Initiate and execute strategies within assigned portfolio as targeted in Quarterly Business Plans for review within MPR and QPR meetings
• Maintain a global view of your portfolio client’s investments and needs to remain a trusted Advisor for on-shore Insurance and Investment products and to assist in their purchase of high value luxury goods and on-shore properties.
• Achieve and maintain current knowledge of relevant Insurance and Investment products to include Succession Planning, Education, and Retirement. Mutual Funds, Bond and Equity products.
• Ongoing knowledge of on-shore Wealth market and competitors
• Maintain and document client contact to monitor client needs
• Participate in community and client affairs to enhance client relationships and corporate image
• Attend corporate events
• Develop relationships between FBG branches and Fab to maximize cross selling
• Attend agreed personal development courses
• Client survey results
• May have the potential to achieve a higher Role Grading based upon achieving targeted AUM / Product levels.