Lifestyle Relationship Manager / Concierge - Banking

Job Responsibilities 

• Serve as the dedicated point of contact for top-tier banking clients, offering white-glove services
• Provide proactive, bespoke account management, ensuring exceptional client experiences
• Deliver Lifestyle Concierge services (e.g., travel bookings, exclusive event access, luxury retail assistance) with support from external vendors
• Partner with Product & Marketing to refine cardholder benefits and customer journey
• Ensure seamless support for affluent clients
• Manage relationships with external lifestyle vendors, ensuring service quality and exclusivity
• Monitor vendor performance and act as a gatekeeper for premium offerings
• Design and optimize workflows for affluent segment initiatives
• Use data analysis to identify trends, enhance client satisfaction, and drive retention

• Experience: Background in private banking, luxury hospitality, or premium services
• Mindset: Client-centric, proactive, and adept at managing high expectations
• Soft Skills: Polished communicator, culturally aware, and skilled in conflict resolution
• Analytical & Problem-Solving – Ability to interpret data, assess client needs, and recommend solutions
• Communication & Diplomacy – Skilled in handling high-profile clients with discretion and professionalism
• Industry Knowledge – Understanding of wealth management, luxury services, and card products
• Project Management – Experience in designing processes and leading initiatives
• Attention to Detail – Ensures accuracy in high-stakes client interactions
• Moderate but direct influence on client retention and satisfaction
• Affects core business performance through premium service delivery
• Works with variable, sometimes complex issues requiring sound judgment

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