Area Manager

Job Title: Team Manager - Relationship Management

Job Purpose:

Manage a team of Relationship Managers to acquire, nurture, and manage client relationships by offering investments, insurance, and FX products while targeting new-to-bank affluent clients.

Principal Accountabilities:

1. Manage a team of Relationship Managers (RM) with the objective of acquiring new-to-bank affluent clients for investments, insurance, FX, and CASA relationships.
2. Achieve monthly and annual fee income targets from sales of investments, insurance, and FX products.
3. Work with internal teams to create relevant and suitable solutions for clients. Keep the team updated about investment, insurance, and FX products and solutions offered by the bank.
4. Ensure RMs adhere to all documentation requirements for smooth and error-free execution of investment transactions.
5. Ensure RMs conduct detailed risk-assessment and suitability assessment of clients and offer products aligned to the client’s risk profile.
6. Provide regular market and portfolio updates to increase engagement with clients and boost investment, insurance, and FX business.
7. Provide ongoing service support to clients and ensure RMs resolve client service requests in coordination with respective operations teams.
8. Manage the inherent conflict between client needs and risk appetite versus achieving revenue targets.
9. Understand wealth business, global capital markets, and macro-economic trends to provide high-quality advice to clients.
10. Explore cross-sell opportunities within the client base for different products and services of the bank.
11. Ensure compliance with internal and external regulatory requirements.
12. Conduct joint sales meetings with RMs to assist in closing sales and ensuring high-quality client interactions.
13. Train, develop, motivate, and lead the team to deliver high-quality performance and retain talent.

Desired Candidate Profile:

Education and Experience:

• Bachelor's degree in Economics, Finance, Business Management, or Science.
• CISI qualification or equivalent.
• At least 5 to 8 years of experience in investments sales management with team handling experience.