Relationship Wealth Manager

Relationship Manager First Wealth

Job Role

Manage and grow relationships with premium/high-value customers by providing personalized banking and wealth solutions while achieving business and sales targets.

Key Responsibilities

• Manage a portfolio of First Wealth customers and build long-term relationships.
• Acquire new customers and drive CASA growth.
• Cross-sell banking, investment, insurance, credit card and loan products.
• Increase Product Holding per Customer through need-based selling.
• Understand customer financial needs and provide suitable solutions.
• Drive customer engagement, retention and satisfaction.
• Promote digital banking and other value-added services.
• Achieve assigned business, revenue and acquisition targets.
• Ensure KYC, compliance and operational processes are followed.
• Coordinate with internal teams for loans, investments and other customer requirements.

Eligibility

• Graduate in any discipline.
• Experience in banking, wealth management, relationship management or financial services preferred.
• Strong communication, sales and customer relationship skills.
• Target-oriented with good knowledge of banking/financial products.

Key KPIs

• CASA growth
• New customer acquisition
• Cross-selling / product penetration
• Revenue and business targets
• Customer retention & satisfaction
• Compliance and operational accuracy