Relationship Manager Private Banking

Key Responsibilities

• Proactively acquire new clients through personal networking, referrals, seminars, and partnership channels.
• Build and manage a strong pipeline of prospects to maintain consistent sales momentum.
• Co-host and support seminars, workshops, and marketing activities with partners to access new customer segments.
• Execute structured follow-ups to convert leads and event participants into policyholders.
• Provide professional insurance and financial protection advice via phone and digital platforms.
• Conduct client needs analysis and recommends suitable solutions aligned with individual profiles.
• Manage the end-to-end sales journey from prospecting to application and policy issuance.
• Maintain long-term relationships to ensure client satisfaction, retention, and referral generation.
• Identify cross-selling and upgrade opportunities to maximize portfolio value.
• Develop and implement sales action plans to achieve premium, productivity, and conversion targets.
• Monitor pipeline health, lead quality, and campaign outcomes; propose improvements.
• Ensure compliance with company policies and regulatory standards.

Channel Development & Strategic Contribution

• Contribute ideas and initiatives to strengthen and scale the acquisition channel.
• Identify new partnership opportunities and untapped customer groups.
• Analyze conversion performance from events and tele-sales to refine future strategies.
• Support the creation of repeatable and scalable lead-generation models.

Qualifications & Requirements

• Bachelors degree in Business Administration, Finance, Marketing, or related fields.
• Experience in insurance, banking, wealth, or direct sales preferred.
• Demonstrated ability to build client networks independently.
• Strong communication, negotiation, and closing skills, particularly in phone-based sales.
• Experience in seminars, roadshows, or client events is an advantage.
• Ability to collaborate effectively with partners and stakeholders.
• Strategic and results-driven mindset with strong ownership of targets.
• Self-motivated and able to perform under pressure.
• Relevant insurance or investment licenses are a plus.