Associate Director – Relationship Management (Priority Banking)

About the role

The Associate Director will lead the Relationship Management function within the Priority Banking programme, overseeing a portfolio of high‑value clients. The role focuses on deepening existing relationships, acquiring new customers and cross‑selling the full suite of Consumer Banking products.

Key responsibilities

• Manage and grow a portfolio of priority banking clients, driving revenue and volume growth through new acquisition and increased product penetration.
• Conduct holistic needs analyses, provide tailored financial advice and coordinate with product specialists on retirement, estate, asset allocation and foreign‑exchange solutions.
• Maintain regular, proactive communication with clients and their influencers, delivering concise portfolio valuations and guidance.
• Identify opportunities to upscale clients to Private Banking and monitor market trends to inform recommendations.
• Resolve client issues promptly, turning service recoveries into sales opportunities and fostering loyalty.
• Gather competitive intelligence and ensure compliance with risk and regulatory requirements.

Required profile

• Proven experience in relationship management or private/priority banking.
• Strong understanding of consumer banking products and wealth‑management solutions.
• Excellent communication and problem‑solving abilities.
• Ability to work collaboratively with product specialists and senior stakeholders.
• Commitment to risk and compliance standards.

Required skills