Relationship Manager, International Wealth & Investment
Core
Grow, maintain, and retain a portfolio of private banking customers by providing personalized financial solutions and managing credit portfolios.
Role type
Relationship Manager, Private Banking
Builds
Personalized financial solutions and managed credit portfolios for private banking clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Sales, service, relationship management, credit applications, financial acumen, account management, compliance, KYC
Preferred skills
Banking process & procedures, commercial acumen, customer understanding, product knowledge, risk identification, risk reporting
Responsibilities
Proactively promote relationship-based offerings, manage credit portfolios to reduce excesses and overdue accounts, prepare and submit credit applications, ensure compliance with legislative requirements, act on client instructions within defined mandates