Associate Relationship Manager - Affluent-AFFLUENT-Service - Non Branch Banking

The Associate Relationship Manager will be a key member of our Affluent-Service team, working closely with high-net-worth individuals to understand their financial needs and goals. This role involves building long-term relationships, offering personalized advice, and providing exceptional customer service. The successful candidate will have the opportunity to make a significant impact on the bank's affluent customer segment and contribute to its overall success.

• Develop and maintain strong relationships with affluent customers, understanding their financial goals and requirements.
• Offer tailored financial solutions, including investment advice, wealth management, and banking services, to meet customer needs.
• Proactively identify and address customer concerns, providing timely and effective resolutions.
• Conduct regular reviews and performance assessments of customer portfolios, ensuring alignment with their financial objectives.
• Stay updated with market trends, regulatory changes, and industry developments to provide accurate and relevant financial advice.
• Collaborate with other teams, such as investment advisors and wealth managers, to deliver comprehensive financial solutions.
• Generate new business opportunities by identifying potential customers and cross-selling bank products and services.
• Maintain accurate and up-to-date customer records, ensuring compliance with regulatory requirements.
• Participate in team meetings and contribute to the overall strategy and direction of the Affluent-Service team.
• Represent the bank professionally and ethically, upholding its values and reputation.