𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 | 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 | 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗴𝗺𝘁 𝗖𝗼𝗺𝗽𝗮𝗻𝘆

𝗝𝗼𝗯 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 We are looking for a dynamic and client-focused Relationship Manager – Private Banking to manage and grow relationships with High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). The role involves delivering personalized wealth management solutions, acquiring new clients, managing investment portfolios, and maximizing client satisfaction while achieving business targets. 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 – 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 1. Manage and strengthen relationships with HNI and UHNI clients. 2. Understand clients’ financial goals, risk appetite, and investment preferences. 3. Acquire new clients through referrals, networking, and market intelligence. 4. Grow Assets Under Management (AUM) and achieve revenue targets. 5. Identify cross-selling and upselling opportunities across wealth products. 6. Recommend suitable investment solutions based on client needs and risk profiles. 7. Monitor portfolio performance and provide regular investment updates. 8. Ensure timely transaction execution and efficient client servicing. 9. Maintain accurate client records, investment documentation, and portfolio reviews. 10. Ensure compliance with KYC, AML, regulatory requirements, and internal policies. 𝗥𝗼𝗹𝗲 𝗘𝘅𝗽𝗲𝗰𝘁𝗮𝘁𝗶𝗼𝗻𝘀 Candidates from private banks, wealth management firms, investment advisory firms, and financial services organizations with experience handling HNI/UHNI clients will be preferred.The ideal candidate should combine strong relationship management capabilities with business development skills, investment product knowledge, and a client-first approach to build a profitable and sustainable private banking portfolio.