Relationship Manager (Private Wealth)

Job Description:

Our client is a leading private bank and they are seeking an experienced and client-focused Relationship Manager to join their Private Wealth team. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth clients, providing tailored wealth management solutions, and ensuring exceptional client service.

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Key Responsibilities:

• Develop and maintain strong relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).
• Provide customized wealth management and investment advisory services based on clients' financial goals.
• Identify and develop new business opportunities to grow the private wealth portfolio.
• Collaborate with internal teams, including investment specialists, compliance, and risk teams, to deliver holistic financial solutions.
• Stay updated on market trends, financial products, and regulatory changes to provide informed investment advice.
• Ensure adherence to banking and regulatory policies, including KYC, AML, and risk assessment protocols.
• Conduct regular portfolio reviews and recommend adjustments to align with clients' evolving needs.

Requirements:

• Bachelor's degree in Finance, Business, or a related field.
• Minimum 5-7 years of experience in relationship management, wealth management, or private banking.
• Strong knowledge of investment products, financial markets, and wealth management strategies.
• Proven track record in client acquisition, portfolio management, and revenue generation.
• Excellent interpersonal, communication, and negotiation skills.
• Certifications such as CFA, CFP, or CMFAS modules are a plus.

EA Licence No: 23S1615