Priority Relationship Manager

Job description

Roles and Responsibilities • Manage relationships with high net worth individuals (HNIs) and corporate clients to generate revenue through various financial products such as insurance, investment, and lending services. • Identify new business opportunities by cross-selling third-party products and increasing sales volume across multiple channels. • Develop a deep understanding of client needs to provide tailored solutions that meet their requirements. • Collaborate with internal teams to resolve customer issues and improve overall service delivery. • Stay up-to-date on industry trends, regulatory changes, and competitor activity to maintain market knowledge.