Wealth Management_Relationship Manager

Direct Responsibilities

·        Meet annual goals / budgets set by manager for self

·        Develop existing and new relationships

·        Market a full range of Wealth Management products and services in a diversified manner to existing and new clients

·        Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix

·        Cultivate and manage relationships with other areas of the Bank to promote cross-selling
Ensure product documentation including credit facilities is at all times correct and appropriate

·        Maintain good level of knowledge of the Bank’s systems and regulatory environment