Private Banking Relationship Manager
Core
Provide personalized wealth management solutions and investment strategies for High Net Worth Individuals, acting as a single point of entry to the bank's specialist network.
Role type
Private Banking Relationship Manager (High Net Worth Individual focus)
Builds
Long-term client relationships and comprehensive asset strategies
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking product knowledge, asset strategy formulation, client acquisition and retention, regulatory compliance awareness, high-net-worth client relationship management
Preferred skills
PWMA qualification, CFP or CFA certification, Enhanced Competency Framework fulfillment, marketing or finance degree background
Technologies
N/A
Responsibilities
Attract and win new High Net Worth clients, nurture and retain existing clients, draw up comprehensive asset strategies reflecting personal and business assets, maximize client assets and revenues from AUM, act as a single point of entry to the bank's specialist network
Seniority
Senior, hands-on IC