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AVP, Relationship Manager

The Relationship Manager will be responsible for owning and developing a growing portfolio of local clients, while building strong relationships and providing superior service. The role involves collaborating with product specialists to offer clients a range of deposit, lending, and investment products. Key responsibilities include developing business opportunities with both existing and new clients by fostering strong client and introducer relationships. The successful candidate will serve as the main point of contact for servicing current clients, with a deep understanding of the bank's financial targets and a keen awareness of the commerciality of their client portfolio. They will effectively on-board clients while comprehensively assessing and presenting the clients' risk profiles. Additionally, the Relationship Manager will assist team members during busy periods and conduct periodic risk reviews to evaluate ongoing risks to the bank, ensuring the remediation of any KYC/AML shortfalls. Compliance with all relevant rules, regulations, and bank policies concerning clients is essential, including a thorough understanding of transaction monitoring, client requests, and on-boarding processes.

Job Duties:

  • Develop business opportunities with existing and new clients by growing strong client and introducer relationships.
  • Serve as the main point of contact for servicing existing clients.
  • Understand the bank’s financial targets and the commerciality of the client portfolio.
  • Effectively on-board clients and assess their risk profiles.
  • Provide assistance to team members during busy periods.
  • Conduct periodic risk reviews to assess ongoing risks to the bank.
  • Oversee the remediation of any KYC/AML shortfalls.
  • Ensure adherence to all relevant rules, regulations, and bank policies regarding clients.

Job Requirements:

  • A minimum of 5+ years of experience in a front office client relationship role or equivalent.
  • Target-oriented with a record of meeting set objectives.
  • Willingness to undertake sales management, particularly in designing and delivering effective calling programmes and cross-selling initiatives.
  • Excellent interpersonal skills.
  • A high degree of risk awareness and compliance orientation.
  • Pro-active approach to suggest new ideas, innovations, and process changes to meet client requirements.
  • Ability to think outside the box and enthusiasm for change and unexpected situations.

What You’ll Love:

This role offers the opportunity to build and enhance relationships with clients, providing a platform for professional growth and development. You will be part of a dynamic team that values innovation and collaboration, where your contributions to client service and relationship management play a vital role in the organisation's success. Emphasis is placed on fostering growth and adaptation in a constantly evolving environment, allowing for the pursuit of excellence in client interactions.

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