Relationship Manager (Private Banking) at Terawork (Abuja & Rivers)

Terawork – Our client, a leading firm in the Financial Services Industry, is recruiting to fill the position below:

Job Title: Relationship Manager (Private Banking)

Locations: Abuja (FCT) and Port Harcourt, Rivers
Employment Type: Full-time

Job Summary

  • The Relationship Manager leads initiatives to generate and engage with business partners to build new business for the company.
  • This candidate will be focused and have strong communication skills.
  • They should be able to think critically when making plans and have a demonstrated ability to execute a particular strategy.

Responsibilities

  • Identify potential clients in the target market and complete appropriate research on the prospective client’s business and equipment needs
  • Develop relationships with prospective clients, while maintaining existing client relationships.
  • Partner with sales and marketing team teams to create contract-winning proposals for current and prospective clients.
  • Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients.
  • Establish relationships with product specialists and other internal stakeholders to customize product solutions for clients.
  • Lead business development activities for top clients/partners.
  • Maintain and cultivate long-term relationships with the customer.
  • Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis.
  • Advocate for a solution or idea that is a win-win for the organization and customer.
  • Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents.
  • Seek to improve customer metrics by applying benchmarks of customer management.
  • Manage a customer-centric research program that integrates economic and industry trends into the analysis.
  • Utilize knowledge of financial instruments to propose funding/ investment strategies as required, Upsell and cross-sell products and services to clients.
  • Research and pursue new business opportunities.
  • Cross-sell products by leveraging on FI relationships including coordinating with other business units and product specialists to market organizations products and services for customized solutions.
  • Enhance clients experience by providing timely information and advice to address their financial needs.
  • Handle High Net Worth clients by monitoring financing plans, coordinating, and resolving conflicts and managing expectations of involved parties.

Requirements

  • Minimum of B.Sc with a 2.1 in a related degree with professional certification in procurement an added advantage.
  • 5 – 6 years of experience as a Relationship Manager in the financial Services Industry especially commercial banks
  • Experience in key account management and managing High Network Individuals.

Application Closing Date
12th October, 2022.

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