Banking Relationship Manager - Hays
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 portfolio management, sales performance, AUM management, revenue generation, client acquisition, relationship management
Preferred skills
MDRT achievement (2-3 consecutive years), experience in Structured Products, Fixed Income, Funds, Bancassurance
Technologies
Structured Products, Fixed Income, Funds, Bancassurance
Responsibilities
Manage HNW client portfolio, provide personalized financial solutions, meet revenue target KPIs, acquire new clients
Seniority
Senior, hands-on IC