Privilege Banking Relationship Manager
Core
Managing and growing a portfolio of High-Net-Worth (HNW) individual clients by providing comprehensive financial solutions and personalized service to meet their wealth management needs and hit revenue targets.
Role type
Senior IC banking relationship manager (HNW)
Builds
Financial solutions for HNW individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client acquisition, relationship management, AUM management, revenue generation, sales performance, structured products, fixed income, funds, bancassurance
Preferred skills
experience with Priority/Premier/Privilege/Treasures segments, MDRT achievement (Commission or Income category) for past 2-3 consecutive years
Technologies
Structured Products, Fixed Income, Funds, Bancassurance
Responsibilities
Manage HNW client portfolio, provide personalized financial solutions, hit revenue target KPIs, manage AUM, generate consistent revenue
Seniority
Senior, hands-on IC