Relationship Management
Wondering where to explore next in your Banking career? Gravitas is an award-winning Banking recruitment agency, dedicated in helping jobseekers reach their career ambitions. Our consultants operate in specialist teams, creating and building cherished relationships with market-leading organisations, Banks and firms.
We provide support to Relationship Managers and Product Specialists across Retail, Commercial, Corporate, and Institutional banking. You can trust our expert consultants to provide excellent career advice and guidance across the entire recruitment process, whilst we match you to the most interesting and relevant positions in the industry to you.
Latest roles
Top Relationship Management jobs in demand
Relationship Managers
Relationship Managers play a key role in managing existing client portfolios for large corporates, commercial clients, small and medium enterprises, and financial institutions, maximising business opportunities by acquiring new-to-bank business or the selling of banking products. Predominantly a customer-facing role, effective communication is an essential skill to manage these client or customer relationships, handling account operations and supporting with enquiries.
At Gravitas, Relationship Managers are mostly in demand for retail banking and corporate banking, with strong techniques in selling products such as corporate loans, trade finance, treasury, CASA and more.
Product Specialist
Within syndicate finance, structured finance and treasury, Product Specialists originate and execute transactions in this space. Working closely with Relationship Managers, they will co-manage client portfolios, provide professional product consultation, proposing and monitoring specific transactions and credit.
Product Specialists will also be expected to carry out documentation, preparing credit proposals and term sheets. Externally, they will liaise with other Banks for syndicated finance.
Insurance Specialist & Investment Counsellors
Mostly in demand in Retail & Private banking, Insurance specialists and Investment Counsellors identify and capture business opportunities, working with a variety of clientele. An important responsibility within this is developing and retaining quality relationships with targeted customer groups.
Providing end-to-end insurance services, they manage individual insurance portfolios, customer needs identification, application fulfilment through to service follow up. As experts in the market, they are expected to provide advice on appropriate insurance solutions.
Product Managers
Product Managers play a crucial role in cash management and trade finance, through designing and launching new products and services in order for businesses to maintain their leading market position. Products can include cash pooling, virtual accounts, payment, receivables, API, working capital loan, import & export trade finance and more.
They will provide business initiatives across the product lifecycle; from design, business case, system development, process flow management, through to post-roll out evaluation and improvement of individual products.
Successful Product Managers will act as a subject matter expert, providing advice in technology departments, implementing solutions for client needs, as well as conducting sales training to achieve effective sales operations and high-level customer satisfaction.
Quick tips to getting hired in Relationship Management
Professional advice by, Associate Director, Alfred Chan
Keep up with economic trends
Banking is a fast-paced industry, where economic change is continuous. A successful professional in Relationship Management will keep up to date with market trends, i.e. regional or industry specific. Consider ways on how you can be proactive with market changes with useful tools being newsletters, Google Alerts or even LinkedIn.
Are you passionate in relationship building?
As the name suggests, Relationship Management is a core element of these positions, opening further business opportunities, increases sales performance and successful business outcomes. Although, every relationship is different. Be open to engagement, feedback and take learns away from every business connection you make, so you can adapt your services efficiently for future clients.
Be innovative with your solutions
Being a subject matter expert in Banking products involves having an innovative mindset. When selling a solution, platform, or product, perceive how this will not only help a client’s business, but discover how you can deliver better outcome for them. By being innovative, you can bring a client along on a journey and show a true high-quality service.
