Job Overview
A Private Banking Relationship Manager (RM) proactively manages and grows a portfolio of high-net-worth individuals (HNWIs) by providing bespoke financial planning and investment strategies. They serve as the primary point of contact, building long-term advisory relationships to deeply understand clients' wealth management goals and risk tolerances. In collaboration with product specialists, they deliver tailored solutions spanning portfolio management, structured products, estate planning, and credit facilities. Additionally, they drive revenue growth for the bank by identifying new business opportunities and ensuring strict compliance with financial regulations and risk management policies.
Job Description
1) Responsible for acquiring new high-net-worth clients through networking, referrals, and strategic prospecting.
2) Builds strong relationships by understanding client financial goals and offering tailored wealth management solutions. Drives revenue growth by expanding the client base and cross-selling banking and investment products.
3) Drives new client acquisition through networking, referrals, and strategic business development initiatives.
4) Provides tailored wealth management solutions, including investment advisory, portfolio management, lending, and estate planning services.
5) Builds long-term relationships by understanding clients’ financial goals and delivering personalised service.
6) Collaborates with internal product and investment teams to maximise client satisfaction and revenue growth.
Looking for candidates with 10+ years of experience in wealth management , Preferably candidates with good HNI/ UHNI Client base and AUM. High preference to candidates from wealth boutique firms and broking firms who has good vintage in the current organisation with excellent performance rating records.
Kinldy note - We are looking for candidates who are holding good wealth AUM with the current organisation