Relationship Manager

Roles & Responsibilities

Job knowledge and experience

Responsible for providing personalized financial advice and wealth management solutions to high-net-worth individuals (HNWIs). The role involves developing and maintaining long-term client relationships, identifying investment opportunities, and delivering tailored banking, credit, and investment services. The candidate must act as a trusted advisor, ensuring clients’ financial goals are met while maintaining the highest standards of confidentiality and compliance. Successful candidate must be confident to bring USD50 million of assets during the first 3 month after onboarding.

Key Responsibilities

• Build and manage a portfolio of high-net-worth clients independently without advisory support in compliance with all regulatory and internal policies.
• Provide customized financial advice, investment strategies, and wealth planning.
• Cross-selling and up-selling opportunities for banking and investment products.
• Achieve portfolio growth and revenue targets.

Job Requirements

Key Skills

1. Financial and Investment Knowledge – Strong understanding of financial markets, investment products, portfolio management, and wealth planning.

2. Credit and Lending Expertise – Ability to structure and manage complex credit solutions for high-net-worth clients.

3. Risk Management – Skill in assessing client risk profiles and ensuring portfolios align with regulatory and compliance standards.

4. Regulatory Compliance – Familiarity with financial regulations, KYC (Know Your Customer), AML (Anti-Money Laundering), and fiduciary responsibilities.

Tell employers what skills you have

Wealth Management

Upselling

Investment Strategies

Regulatory Compliance

Interpersonal Skills

Relationship Management

Private Banking

Risk Management

Portfolio Management

Cross Selling

Networking

Communication Skills

Banking

Financial Advisory

KYC