Private Banking Relationship Manager

Roles & Responsibilities

About the Role :

Join a leading financial institution’s Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering outstanding client service.

Key Responsibilities :

• Acquire, develop, and maintain relationships with high-net-worth clients and manage their wealth portfolios.
• Provide investment product advisory and customized solutions aligned with clients’ financial goals.
• Serve as a trusted advisor to clients, enhancing client loyalty and the bank’s reputation.
• Work collaboratively with the Private Banking team to meet business objectives.
• Perform additional duties as assigned by the Head of Department or management.

Requirements :

Tell employers what skills you have

Wealth Management

Management Skills

Investment Advisory

Investment Strategies

Product Advisory

Ability To Work Independently

Private Banking

Retail Banking

Financial Analysis

Banking

Customer Service

Excellent Interpersonal Communication Skills