Associate Relationship Manager

About the role

The Associate Relationship Manager will manage and grow Priority and Personal Banking client relationships, delivering tailored banking, wealth and lending solutions while ensuring an exceptional client experience.

Key responsibilities

• Drive the Affluent Banking strategy by meeting Net Sales Revenue targets while maintaining productivity, efficiency and risk standards.
• Build, manage and deepen relationships with Priority and Personal Banking clients through proactive engagement and tailored financial solutions.
• Increase client share of wallet by promoting Wealth Management, retail banking, lending and deposit products.
• Provide regular portfolio reviews, financial guidance and timely follow‑up to support evolving client needs.
• Strengthen relationships with clients, their families, advisers and other key influencers.
• Retain and grow high‑value client portfolios and convert service recovery opportunities into long‑term loyalty.
• Resolve client queries effectively and deliver outstanding customer service.
• Contribute to branch performance by achieving revenue and portfolio growth targets while meeting productivity and risk requirements.
• Adhere to approved sales, onboarding, client service, complaint resolution, Customer Due Diligence and operational processes.
• Demonstrate and promote the Group’s values, culture and behaviours.
• Collaborate with business, risk and control partners and complete all mandatory learning and compliance requirements.
• Operate within the Bank’s Operational Risk framework, ensuring compliance with AML, CDD and other regulatory standards.
• Escalate suspicious transactions in line with fraud and financial crime procedures.

Required profile

• Strong knowledge of banking products, retail operations, credit processes, audit requirements and risk controls.
• Experience in relationship management within a banking or financial services environment.
• Ability to comply with Anti‑Money Laundering (AML) and Customer Due Diligence (CDD) standards.
• Excellent client service orientation and ability to handle complaints and queries effectively.
• Collaborative mindset with the ability to work with risk, compliance and business partners.
• Commitment to uphold the highest standards of ethics, integrity and regulatory governance.

Required skills