Senior Relationship Manager, HNI Banking

Key Responsibilities

HNI Client Acquisition: Identify, prospect and onboard high-net-worth individuals, entrepreneurs, business executives and other affluent clients to grow the Bank’s HNI portfolio.

Relationship Management: Build and maintain strong, long-term relationships with HNI clients, serving as their primary point of contact and providing personalised financial solutions.

Private Banking Services: Provide tailored private banking solutions, including premium deposit products, investment opportunities, wealth management referrals, credit facilities and other bespoke financial services.

Portfolio Growth: Drive growth in deposits, investments, loans and other revenue-generating products within the assigned HNI portfolio.

Client Advisory: Understand clients’ financial goals, lifestyle needs and investment preferences and recommend appropriate banking and financial solutions.

Concierge Services: Coordinate personalised services and lifestyle support for HNI clients, including priority banking, travel assistance, exclusive event access, payment coordination and other value-added services.

Key Performance Indicators (KPIs)

HNI client acquisition and retention.

Growth in HNI deposits and investment portfolio.

Revenue generated from assigned clients.

Cross-selling and product penetration.

Client satisfaction and service delivery.

Portfolio quality and risk management.

Compliance with KYC and AML/CFT requirements.

Achievement of assigned business development targets.

Minimum qualifications

BA/BSc/HND

How to apply

Interested and qualified? Go to VFD Group on forms.gle to apply

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