Private Banking, Relationship Manager

Brief Summary

Join a dynamic Private Banking team as a Relationship Manager, where you will leverage your expertise in wealth management to serve affluent clients. This opportunity is perfect for those looking to advance their careers in client-focused financial solutions.

Responsibilities

• Develop and nurture relationships with High-Net-Worth (HNW) clients. Identify clients financial objectives and propose tailored investment, insurance, lending, and wealth planning strategies. Drive growth in Assets Under Management (AUM), revenue, and client acquisition. Conduct regular portfolio assessments and provide market insights. Collaborate effectively with investment advisors, product specialists, and compliance teams. Ensure adherence to regulatory requirements and internal policies. Deliver exceptional client service to cultivate long-term relationships.

Requirements

• Degree in Finance, Business, Economics, or related fields is preferred. 2-5 years of experience in Private Banking, Priority Banking, Premier Banking, or Wealth Management. Proven track record of acquiring and managing affluent clients. Possession of CMFAS Papers 1A, 5, 6, 6A, HI (M5, M8, M8A, M9 as applicable). Strong interpersonal and relationship-building abilities.