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Wealth Relationship Manager - Bank (9-18 yrs)

9-18 years

Wealth Relationship Manager - Bank (9-18 yrs)

Dimensions HRD Consultants

posted 5d ago

Job Role Insights

Flexible timing

Job Description

Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

Key Responsibilities

- Provide outstanding client experiences.

- Organised, follow-up leads, complete and record appointments, close customer requests

- Support our clients to meet their financial needs, as they progress through their career and life-stages.

- Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.

- Keep abreast of market trends, new product offerings and the latest campaigns.

Skills and Experience:

- Banking knowledge and sales experience.

- Excellent communication, interpersonal and relationship building skills.

- Ability to learn new products and services quickly.

- Market awareness and benchmarking.

- Management information.

- Work in a flexible and agile way.

- Courageous, creative, responsive, and trustworthy.

- Thrives in an international environment.

- Enjoys being in a team, engaging with co-workers.

- Motivated self-starter, identifying opportunities.

- Maintains a high standard of personal conduct and lives our valued behaviours.


Functional Areas: Banking/Insurance

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What people at Dimensions HRD Consultants are saying

What Dimensions HRD Consultants employees are saying about work life

based on 21 employees
68%
82%
84%
100%
Flexible timing
Monday to Friday
No travel
Day Shift
View more insights

Dimensions HRD Consultants Benefits

Work From Home
Team Outings
Job Training
Cafeteria
Soft Skill Training
Free Transport +6 more
View more benefits

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