Relationship Officer

& the Role Are you passionate about building meaningful client relationships and helping individuals achieve their financial goals? As a Relationship Officer, you will manage and grow a portfolio of clients by providing personalized financial advice, identifying investment opportunities, and delivering exceptional customer experiences. You will work closely with internal partners to develop tailored solutions that address clients' evolving financial needs.

About CBC Group

Now If you enjoy connecting with people, providing financial guidance, and helping clients achieve their goals, we'd love to hear from you.

Responsibilities

• You Will Be Doing Manage and strengthen relationships with a portfolio of clients through proactive engagement and financial planning discussions.
• Conduct financial needs assessments and recommend suitable banking, investment, and wealth management solutions.
• Identify and pursue new business opportunities through prospecting, referrals, and network-building activities.
• Collaborate with internal stakeholders to deliver comprehensive financial solutions and investment strategies.
• Assist clients in completing required documentation and ensure compliance with KYC, customer due diligence, and suitability assessment requirements.
• Coordinate with branches and support units to ensure timely processing and servicing of client transactions.
• Success Looks Like Strong client relationships built on trust, responsiveness, and quality service.
• Consistent growth in client portfolios and acquisition of new-to-bank relationships.
• Effective identification of client needs and delivery of tailored financial solutions.
• Timely and accurate completion of client onboarding, documentation, and compliance requirements.
• Positive contribution to business growth through referrals and cross-selling opportunities.
• Join us and build a rewarding career as a Relationship Officer while making a meaningful difference in our clients' financial journeys.

Requirements

• Bachelor's degree in any business-related or relevant field.
• At least 3-4 years of experience in banking, relationship management, sales, or financial services.
• Strong interpersonal, communication, and client engagement skills.
• Basic knowledge of investments, financial planning, and wealth management concepts.
• Computer literate and comfortable working with digital banking tools and systems.
• You Can Expect Here Exposure to high-value client relationship management and wealth advisory practices.

Benefits

• Opportunities to deepen your knowledge of banking, investments, and financial planning.
• A collaborative environment that supports continuous learning and professional growth.
• Meaningful work that allows you to make a direct impact on clients' financial success.
• Competitive rewards and opportunities to build a long-term career in banking and wealth management.