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Private Banking (Relationship Manager) at Abbey Mortgage Bank Plc

by Sammy
vacancy

Duties and Responsibilities

  • Maintain relationships and generate new HNI Leads. Consult all HNI regarding financial requirements.
  • Recommend products and services inclusive of credit structures. Develop loan packages for credit review as well as underwriting.
  • Evaluate financial, tax plus credit needs of all customers.
  • Monitor customers’ changing requirements and recommend strategies to utilize organization products and services.
  • Prepare customer base by servicing existing clients and cross- selling products.
  • Develop new business by interacting with external resources and inform about changing market conditions.
  • Supervise bank operations suitably to include personal banking relations, client service operations and problem resolution.
  • Ensure customer satisfaction by contact as well as maintenance of relationship.
  • Maintain and update knowledge of banking products along with financial or investment services and knowledge of industries or market areas served.
  • Upgrade on latest developments plus market trends to identify and service client needs.

Requirements

  • 5-7 years’ Experience in the Banking Sector with at least 3 years in Private Banking.
  • B.Sc. in Finance, Accounting, or other related social sciences.
  • Good knowledge of leading practices in financial operational services
  • Basic knowledge of book-keeping and accounting
  • Knowledge of Abbey’s product andservices
  • Adequate knowledge of financial services industry and the mortgage and retail/small business banking sub-sectors in particular
  • Good knowledge of banking operations

How to Apply

Send CV using the job title as subject: careers@abbeymortgagebank.com

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