Job Summary
Join a leading bank as a Relationship Manager driving affluent client acquisition across Priority Banking. You will prospect and onboard new-to-bank clients, promote a comprehensive suite of retail and priority banking products, and build referral networks through internal collaboration and external partnerships. This role suits an experienced banking professional with a strong sales track record and the drive to perform in a target-oriented, client-facing environment.
Responsibilities
- Acquire new affluent clients and drive Priority Sign-Up sales through proactive prospecting.
- Source individual customers and promote a suite of retail and priority products, including cards and insurance.
- Build strong relationships with internal teams and external partners such as agents and brokers to increase referrals.
- Engage clients through marketing campaigns, mortgage-related enquiries, corporate events, networking sessions and roadshows.
- Participate in off‑office hour and weekend events as required.
- Stay updated on market trends and competitor offerings to strengthen product positioning.
- Provide accurate regulatory and compliance adherence while demonstrating strong ethical conduct.
- Identify, escalate and mitigate risk or compliance issues effectively.
- Diploma or Degree holder.
- Minimum 4 years of banking experience, preferably in sales or client acquisition.
- Proven track record in B2B and B2C sales is an added advantage.
- Strong results orientation with ability to work under pressure.
- Excellent interpersonal, communication and presentation skills for engaging stakeholders at all levels.
- Strong negotiation and persuasion skills.
- Ability to perform sales activities both face‑to‑face and through remote channels.
- Team player with initiative, discipline and drive.
- Passion for sales and customer service, especially in complex client situations.
- Experience in banking products and customer management is an added advantage.
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EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771