Description
The Senior Relationship Manager works with the Wealth Management Senior Lead to meet agreed sales and revenue targets.
Responsibilities:
- Responsibility for growth of a dedicated portfolio of Greek HNW and UHNW clients with clear P&L accountability.
- Lead comprehensive, highly personalized relationship management for Greek private clients entrepreneurs and family offices coordinating all product and specialist support.
- Overall responsibility for customer satisfaction and customer loyalty
- Supervision and coordination of administration and business management within the scope of valid processes and policies
- Increase share of wallet by identifying and executing cross-selling opportunities across investments, lending, wealth planning and corporate/investment banking solutions
- Oversee administration, onboarding quality and documentation of client relationships in line with internal processes, MiFID II, cross-border and Greek/EU regulatory requirements.
- Professional and strategic management of WM target customers, taking into account an investor-friendly policy and investment advice
- Asset allocation in terms of strategic and tactical asset allocation. Development and implementation of structured sales ideas in close collaboration with the Investment Manager
Skills:
- University degree and/or recognized banking qualifications
- 15 years of experience in managing Greek UHNW relationships at a leading private bank dealing with strong track record in business development and P&L responsibility
- Builds strong trust-based partnerships with superiors and colleagues across markets and functions
- Strong team orientation, focused on collective results, sharing information and successes at team level
- Proven sales strength, goal orientation and ability to originate, negotiate and close complex client mandates
- Excellent communication and interpersonal skills, able to build long-term trusted relationships with sophisticated Greek clients and their advisors
- Deep understanding of the Greek market environment; tax and regulatory framework business culture, competitive landscape and cross-border constraints
- Good knowledge of the framework of the Luxembourg, Swiss and UK financial centre
- Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.
- Willingness to travel regularly between booking centers and Greece.
- Readiness of mind, pro-active attitude, clear structured working methods
- Ability to work under pressure and meet deadlines
- Performance orientation and assertiveness
- Excellent English and German or French. Other languages will be an added value.
Benefits:
- Training and development to help you excel in your career
- Flexible working to assist you balance your personal priorities
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
- We value diversity and as an equal opportunities’ employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required