The Relationship Manager will build internal and external business relationships to grow and develop a portfolio of investment advisory and discretionary clients. This role will build highly proactive, long-term relationships with clients and key business introducers to generate sustained revenue and recruit new clients. The Relationship Manager will use their extensive experience and knowledge to help clients manage their investments, and wider banking needs, whilst showing appreciation for the lifestyle and financial priorities of our international clients. This role requires working with colleagues worldwide to deliver banking and other services, thus ensuring a holistic service for the client. Working flexibly and travelling, the candidate will recognise the need to be available for high value clients whilst assisting with business and change management.
Establishes thorough client plans, reacts to and develops new opportunities from client contacts, ensures appropriate provision of products and services both directly and via product specialists. Maintains regular proactive contact and rapid reaction to client approaches and retains existing and grows new revenue streams whilst ensuring to deliver against agreed business plans for the target country(s).
Identifies and provides solutions to a wide range of client needs including investments, banking, credit, foreign exchange and wealth structuring (trusts) etc, introducing specialists as appropriate to support. Constructs credit proposals including risk analysis and mitigation for sanction by specialist team and ensures conformity with global and market standards of client service, product delivery and operating model.
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