Relationship Manager/ Senior Relationship Manager, Private Banking
Core
Build and maintain business relationships with high net worth individuals to achieve private banking targets and execute strategic plans.
Role type
Senior IC relationship manager (private banking)
Builds
Client portfolio solutions and wealth management strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
high net worth client acquisition, investment product marketing, KYC compliance, risk assessment, credit analysis, portfolio management, networking, strategic planning
Preferred skills
insurance and consumer lending knowledge, SFC qualifications
Technologies
wealth management products, retail banking products
Responsibilities
Achieve private banking business targets, build relationships with suitable high net worth clients, coordinate portfolio solutions with specialist teams, manage client accounts to understand changing investment needs, engage in business development and networking activities