Private Banking Relationship Manager
Core
Provide wealth management solutions and advice to High Net Worth Individuals, acting as a single point of entry to the bank's network of specialists.
Role type
Private Banking Relationship Manager (High Net Worth Individual focus)
Builds
Long-term client relationships and comprehensive asset strategies reflecting personal and business assets
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking product knowledge, wealth management strategy, client acquisition and retention, regulatory compliance awareness, asset under management (AUM) growth
Preferred skills
PWMA qualification, CFP/CFA, Enhanced Competency Framework, marketing/finance degree background, strong market connections
Technologies
Banking regulatory frameworks, asset class strategies
Responsibilities
Find, attract, and win new High Net Worth clients; nurture and retain existing clients; draw up comprehensive asset strategies; maximize client assets and revenues from AUM
Seniority
Senior, experienced IC (minimum 7 years)