About the role
FinEx AI summary
Relationship manager role acquiring affluent customers and soliciting business through cross-selling and referrals. Provides financial needs analysis and advises on banking, insurance and investment products while meeting sales targets. Maintains and deepens existing customer relationships to reduce attrition.
Core skills Wealth Management Financial Planning Relationship Management Cross-selling Investment Products Insurance
Role details
Work style On-Site
Posted 26 Oct 2026
Sales
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Relationship Manager, Private Wealth
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Relationship Manager, Middle Market, SME Banking
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