Director- Affluent Business

Job summary

As a Relationship Manager (Director- Affluent Business) youll be responsible for managing and developing relationships with clients of Priority Banking & Priority Private Banking to drive business growth and meet the banks strategic objectives. Youll help clients set wealth goals manage investments and create portfolios for long-term growth and stability. Youll be supported by specialists in the areas of investment insurance products and treasury to provide clients with comprehensive solutions.

Key responsibilities

• Manage a portfolio of high-value clients cultivating and sustaining robust relationships to foster long-term business growth and client loyalty.
• Identify and evaluate new business opportunities proactively developing strategic plans and solutions to secure and expand market presence.
• Provide bespoke financial advice to clients across a wide range of asset levels expertly guiding them through each stage of the wealth cycle and addressing their evolving needs.
• Consistently achieve revenue targets by driving both new business acquisition and deepening relationships with existing clients.
• Collaborate with internal teams to deliver integrated solutions ensuring a seamless client experience and contributing to the overall success of the Affluent Relations division.
• Maintain up-to-date knowledge of market trends and regulatory changes adapting strategies as needed to uphold compliance and maximise client satisfaction

Skills and Experience

• Minimum 12 years of experience in financial advisory with strong expertise in retail branch banking products and a proven track record as a wealth banking specialist.
• Strong technical knowledge of consumer banking products including CASA TD PMS AIF mutual funds Life insurance SIPs equities and foreign exchange.
• Excellent communication interpersonal and relationship-management skills.
• A proactive self-starter and collaborative team player who thrives in an international environment.
• Must have good Stability ( Strict no for Job Hoppers every 2 years).