relationship banking manager


Relationship banking managers retain and expand existing and prospective customer relationships. They use cross-selling techniques to advise and sell various banking and financial products and services to customers. They also manage the total relationship with customers and are responsible for optimising business results and customer satisfaction.

Alternative label

  • private banking relationships managers

  • personal financial advisor

  • private banker

  • relationship banker

  • commercial banking relationship manager

  • relations bankers

  • relations banker

  • private banking relationship managers

  • relationship manager

  • private bankers

  • private banking relationship manager

  • relationship bankers

  • relationship managers

  • client manager

  • financial products relationship manager

  • financial products relationship managers

Regulatory aspect

To see if and how this occupation is regulated in EU Member States, EEA countries or Switzerland please consult the Regulated Professions Database of the Commission. Regulated Professions Database:


Essential skills and competences

Essential Knowledge

Optional skills and competences

Optional Knowledge



Concept URI