Premier Relationship Manager Job Description
Premier relationship manager
provides personal financial planning services to clients and prospects through the sale of retirement products, investment products (including Mutual Funds), and other CWB offerings.
Premier Relationship Manager Duties & Responsibilities
To write an effective premier relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included premier relationship manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Refer non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality
Build a high personal and corporate profile in the community in which you are based
Adhere to control standards, identify and manage the risks associated with the client relationship globally
Delivering exceptional sales and business performance
Maintaining sound risk management
Building and maintaining highly proactive, long-term, internal and external business relationships
Growing and developing relationships with Fiduciary clients
Working with colleagues worldwide to deliver banking, investment and other services
Responsibility for managing a portfolio of new and existing Premier customers and providing a seamless customer experience in a way that creates a culture of trust
Welcoming our new Premier customers to the Barclays Premier Banking experience, providing them with excellent customer service from the outset and establishing a solid relationship for the future
Premier Relationship Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Premier Relationship Manager
List any licenses or certifications required by the position: ICB, PFP
Education for Premier Relationship Manager
Typically a job would require a certain level of education.
Employers hiring for the premier relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Education, Business/Administration, Financial Services, Accounting, Telecommunications, Professional Studies
Skills for Premier Relationship Manager
Desired skills for premier relationship manager include:
Financial services products and services
Insurance and investment products for referral purposes
Financial services products and services and the client relationship management system
Personal investment and credit financing
Financial services products and services and the customer relationship management system
Regulatory requirements to ensure a sound control environment
Relevant products and services available
Regulations impacting personal financial services activities
Bancassurance and treasury products
Competitor and market activity in local area
Desired experience for premier relationship manager includes:
Able to work Tuesday to Saturday
Able to work Saturdays
Bilingual Chinese strongly preferred
The jobholder will ensure the fair treatment of our clients is at the heart of everything we do, both personally and as an organisation
The bank seeks to grow its RBWM business by understanding and fulfilling clients’ needs, through an efficient operation and the pursuit of providing clients with globally consistent experiences, excellent service
Check and signoff each new account application, loan document, Barclaycard application and bank account mandate change
Premier Relationship Manager Examples
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Premier Relationship Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of premier relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for premier relationship manager
- Working collaboratively with colleagues from other teams, to deliver a great customer experience, creating and providing solutions for our Premier customers that balance their short and long-term needs
- Managing a portfolio Premier customers,providing a seamless customer experience
- Welcoming our new Premier customers to the Barclays Premier Banking experience, providing them with excellent customer service and working to establish a solid relationship for the future
- Working collaboratively with other Premier, Mortgage & Corporate colleagues to deliver a great customer experience, creating and providing solutions for our Premier customers
- Establishing contact with new and existing clients to create client plans, react to and develop new opportunities
- You will retain existing, and grow new, revenue streams whilst ensuring delivery against agreed business plans
- Identifying and providing solutions to a wide range of client needs including banking, investments, credit, foreign exchange and wealth structuring
- Ensuring conformity with global and market standards of client service, product delivery and operating model
- You will develop relationships with other parts of Barclays to ensure clients are managed in the most appropriate way enabling effective management of clients
- Researching and maintaining your knowledge to keep up to date with all applicable regulatory requirements and compliance policies
Qualifications for premier relationship manager
- Ability to understand / speak Mandarin is an must
- Must be available to work on Saturdays
- Bilingual Mandarin is a plus
- Ability to speak and understand Cantonese is a must
- Bilingual - English and Mandarin or Cantonese
- Minimum 2 years of excellent acquisition sales or business development experience
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Premier Relationship Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of premier relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for premier relationship manager
- Establishing thorough client plans and developing new opportunities from client contacts, ensuring appropriate provision of products and services both directly and via product specialists
- Retaining existing and growing new revenue streams whilst delivering against agreed business plans for the target country
- Identifying and providing solutions to a wide range of client needs including investments, banking, credit, FX and wealth structuring
- Delivering quarterly performance reviews, with personal clients to maximise full business potential
- Determining the products that most effectively meet customer needs and be able to sell, at short notice, on a proactive or reactive basis
- Model and excel at the Premier RM job responsibilities
- Facilitates training & mentoring for RMs based on identified developmental needs & career progression opportunities
- Helps ensure daily SLAs are met by regular oversight and management of team availability
- Assist where needed for escalated and/or sensitive cases the communication with Advisors on issue resolution
- Collaborates with the AS leadership team & functional leaders across the organization on department or firm level projects and deliverables
Qualifications for premier relationship manager
- Polished and mature to handle the affluent market segment
- Efficient in MS Office Suite
- Minimum 2 years of acquisition sales or business development experience with CFMAS and all relevant certifications to conduct Investment and Insurance sales
- Preferably Diploma or Tertiary Education
- Strong new relationship building skills and entrepreneur mindset
- Highly driven and positively motivated to over achieve assigned goals
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Premier Relationship Manager Job Description
Job Description Example
Our company is looking for a premier relationship manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for premier relationship manager
- Continually evaluate day to day activities and propose ideas for process improvement opportunities
- Help facilitate call monitoring to coach/mentor RMs on call handling best practices
- The jobholder will own and manage a portfolio of approximately 150 primary clients working with the wider RBWM team
- Strong understanding of both financial and non financial markets excellent communication and interpersonal skills
- FINRA- Series 6, 63 and 65 Security Licenses
- FINRA Series 6 , 63 and 65 Securities Licenses
Qualifications for premier relationship manager
- Actively acquire and prospect new Premier Banking customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals
- You will ensure superior customer service thereby contributing to the overall customer experience of Premier Banking
- Conduct all required KYC, AML procedures and documentation
- Minimum 2 years of excellent acquisition sales, business development experience or works in the banking and financial services industry, preferably in managing the affluent segment
- You must exhibit strong interpersonal, communication skills and good at tele-consulting
- It is essential for candidates to possess the initiative, drive and ability to work independently and in a team
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Premier Relationship Manager Job Description
Job Description Example
Our growing company is looking for a premier relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for premier relationship manager
- FINRA Series 6 & 63 Securities
- Ability to speak / understand Mandarin and Cantonese is a must
- Mandarin is a must have and Cantonese an asset
- Must speak both Mandarin and Cantonese
- FINRA Series 6 or 7 and 63 Securities License required
- The Premier Corporate and Professional Group provides in-depth relationship management to an affluent customer base with investible assets of US$ 250 k to US$ 4.9 m
Qualifications for premier relationship manager
- Must be able to communicate effectively with Mandarin speaking customers
- Must be Bilingual English & Chinese (Cantonese and Mandarin)
- FINRA Series 6 & 63 Securities Licenses
- Strong demonstrable knowledge of global employee incentive plans, domestic UK and US plans
- FINRA Series 6, 63 and 65 Securities Licenses and Life/Health required
- FINRA Series 6, 63 & 65 Securities License
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Premier Relationship Manager Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of premier relationship manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for premier relationship manager
- Proficiency in technical competencies, such as profit orientation and business awareness
- The confidence to exert commercial negotiation and influencing skills
- A background in financial services and an understanding of the need to operate within high risk and regulatory standards
- A broad understanding of the financial services sector and the local market
- Effective relationship management skills, rapport building skills (including virtual), with the ability to display empathy to others
- Demonstrable knowledge of mortgages, investments, digital and lending
Qualifications for premier relationship manager
- Minimum of five years proven and progressive broad-based banking and finance experience with an affluent customer base or equivalent
- FINRA Series 6 or 7 and 63 Security Licenses required
- Must have Relationship Management experience managing a book of business of high net worth clients
- Must have strong partnership skills and work well in a team environment
- A degree-level education and a first-class academic track record
- Experience in delivering high-quality, client portfolio management