Relationship Manager, Priority
About this position
Responsibilities
• Manage Priority clients and provide tailored financial solutions.
• Offer concise and consolidated views of market events to clients.
• Build and maintain strong relationships with clients.
• Collaborate with internal teams to deliver exceptional service.
• Ensure compliance with regulatory requirements and internal policies.
Requirements
• 3-10 years experience in financial or banking industry specifically in managing Priority clients.
• Possess diverse investment and market views to offer appropriate recommendations.
• Strong interpersonal and communication skills with ability to deal with people of all levels.
• A team player with good initiatives & assertiveness.
• Hold AAJI & WPPEP certification.