Job Summary
We are recruiting on behalf of our client for a dynamic and customer-focused Premium Relationship Officer to join a high-performing team in the Cayman Islands. This role is ideal for a financial services professional who thrives in a relationship-driven environment and is passionate about delivering tailored banking solutions to mid-market affluent clients. You will play a key role in deepening customer relationships, driving portfolio growth, and ensuring an exceptional client experience.Our client is a well-established international financial institution operating within the banking and wealth management sector. Known for its inclusive culture and commitment to excellence, the company fosters a collaborative environment where innovation and customer satisfaction are paramount. You will be joining a supportive team of professionals dedicated to delivering premium banking services and building long-term client relationships.
- Champion a customer-first culture to strengthen client relationships and promote the bank’s value proposition.
- Meet and exceed individual sales targets across a range of financial products and services.
- Provide personalised financial advice, including banking, credit, and investment solutions.
- Manage and grow a portfolio of Premium Banking clients through proactive engagement.
- Identify and refer opportunities to other business segments such as Wealth Management and Commercial Banking.
- Maintain accurate client records and utilise CRM tools for pipeline and contact management.
- Ensure compliance with internal policies, regulatory standards, and KYC/AML requirements.
- Collaborate with internal teams and external partners to generate new business and referrals.
- Proven experience in retail or premium banking, financial advisory, or relationship management.
- Strong knowledge of financial products, investment solutions, and banking regulations.
- Excellent communication, negotiation, and interpersonal skills.
- Proficiency in CRM systems and Microsoft Office applications.
- Ability to analyse customer needs and deliver tailored financial solutions.
- Understanding of local and global economic trends and competitor offerings.
- Commitment to continuous learning and professional development.
- A customer-centric mindset with a high level of integrity and professionalism.
- Competitive salary and performance-based incentives.
- Opportunities for career progression within a global financial institution.
- Access to professional development and training programmes.
- Collaborative and inclusive team environment.
- Flexible working arrangements and offsite client engagement.
- Comprehensive health and wellness benefits.
- Recognition programmes to celebrate individual and team achievements.
- A chance to work in a vibrant location with a strong financial services community.
