Relationship Manager for SEA / Australia Market
Core
Primary point of contact for High Net Worth and Ultra High Net Worth private clients, delivering comprehensive wealth management solutions and managing client portfolios.
Role type
Senior IC Relationship Manager (Private Banking)
Builds
Tailored wealth management strategies and client relationships
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client relationship management, new client acquisition, cross-selling, risk management, compliance adherence, investment advice, succession planning, market analysis
Preferred skills
Linguistic proficiency, cultural awareness, commercial judgement, travel willingness
Technologies
N/A
Responsibilities
Respond to client needs and ensure high satisfaction levels, develop deep understanding of client financial goals to deliver tailored strategies, proactively acquire new clients and optimize revenue through cross-selling, manage client risks and develop succession strategies, implement KYC standards and maintain high-quality documentation, identify and escalate credit, trading, compliance, and reputational risks, foster collaboration with risk, compliance, and legal functions
Seniority
Senior, hands-on IC