Senior Relationship Manager Global NRI
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 Private Banking Relationship Manager
Builds
Tailored wealth management strategies and client relationships for HNW/UHNW clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Private Banking experience, client relationship management, wealth strategy development, risk management, compliance adherence, cross-selling, succession planning
Preferred skills
Geographic market affinity, cultural awareness, global financial market knowledge, travel willingness
Technologies
N/A
Responsibilities
Respond to client needs and ensure high satisfaction, develop deep understanding of client financial goals, provide investment advice aligned with bank policies, acquire new clients and increase share of wallet, manage client risks and succession strategies, implement KYC and documentation standards, identify and escalate credit/trading/compliance risks
Seniority
Senior, hands-on IC