Career Overlap Occupation record
RecordJob

Where a relationship banking manager can go next

5 destinations recorded, ranked by how much of the target role a relationship banking manager already meets. The closer to the top of Table 1, the less there is to learn.

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.

Also known as client manager, relations banker, financial products relationship manager, personal financial advisor, commercial banking relationship manager, private banking relationship manager, private banker, relationship banker, relationship manager.

Professionals 56 skills on file 5 career moves 1 above 60% overlap Closest: bank account manager, 64%

Fig. 2 · Career map 5 nearest · ESCO v1.2.1
bank account manager 64% covered asset manager 59% covered financial broker 59% covered insurance product manager 58% covered bank treasurer 57% covered relationship banking mana… You are here
  • 70% and above · short step
  • 50 to 70% · real move
  • Below 50% · substantial retraining
The 5 nearest destinations from relationship banking manager, each one a link to that move’s record. Distance from the centre is how much retraining the move takes; the figure on each is how much of that role a relationship banking manager already covers. All 5 are listed in the tables below.
Table 1

Table 1 · Within reach

Table 2

Table 2 · What the job itself asks for

A relationship banking manager needs 25 required skills and areas of knowledge. These 10 are the ones fewest other jobs share, so they say the most about the work.

Required skill Area
  • core banking software information and communication technologies (icts)
  • advise on investment communication, collaboration and creativity
  • offer financial services communication, collaboration and creativity
  • consult credit score information skills
  • enforce financial policies management skills
  • provide financial product information communication, collaboration and creativity
  • financial analysis business, administration and law
  • financial jurisdiction business, administration and law
  • financial markets business, administration and law
  • financial products business, administration and law
Table 3

Table 3 · Jobs that lead here

The reverse view: occupations whose skills already cover much of what a relationship banking manager does. The figure is how much of this job each one brings.

Index

Look up another occupation

Relationship banking manager is filed under Professionals, ISCO major group 2. The full index lists all ten groups.

Note

How these figures were compiled

Overlap is how much of the target role is already part of a relationship banking manager’s work. It is directional: the figure for the reverse move differs. Every entry above opens the full comparison for that move: what carries over, what is missing, and where to start. The full method.