Premier Relationship Manager Job Description
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:
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:
Desired experience for premier relationship manager includes:
Premier Relationship Manager Examples
Premier Relationship Manager Job Description
- 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
- 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
Premier Relationship Manager Job Description
- 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
- 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
Premier Relationship Manager Job Description
- 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
- 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
Premier Relationship Manager Job Description
- 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
- 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
Premier Relationship Manager Job Description
- 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
- 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