The Virtual Relationship Manager (VRM) will be assigned a portfolio of high-net worth clients (Preferred clients) of the bank. They will act as a trusted financial advisor to their client’s personal financial needs, discuss major financial goals of clients to better understand their objectives, recommend suitable “off-the-shelf” solutions, and update clients on their portfolio activity and success. They will be responsible for growing and managing their portfolio to achieve growth in total funds, achieve profit, increase share of wallet, deepen product penetration, and attend to the client’s service requests to maintain strong relationships.
As a Virtual Relationship Manager, they will champion excellent customer journeys by utilizing sophisticated CRM and telephony systems.
Responsibilities Manages and grows a defined portfolio of Preferred Banking clients through active engagement across all platforms, provides financial advice and wellness to clients based on their profile and risk appetite Maximizes use of tools in spotting opportunities to uncover needs of clients during conversations, and addresses issues and concerns of clients and provides resolution within the prescribed turn-around time (TAT) Performs service and sales callouts, virtual meetings and invitations to clients for marketing activities, campaigns, new products and promotions, and usage of digital channels Acquires new-to-bank clients; handles omnichannel opportunities; and closely monitors and provides regular updates to each client Encodes on all available reporting tools to document results of client conversations Qualifications Bachelor’s degree in any business related courses Minimum of 2 years of experience in sales and marketing preferably Understanding the account profitability analysis (APA) of clients Knowledge of business acumen; Financial markets and economic conditions Knowledge of sales management processes, policies, and procedures Strong communication and presentation skills Probing and spotting opportunities; skill in uncovering needs of clients during conversations
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