Relationship Officer-PV
Core
Managing and growing a portfolio of high-net-worth clients by providing personalized financial solutions and exceptional service delivery.
Role type
Privilege Banking Relationship Officer
Builds
Wealth and banking products for affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, Sales & cross-selling, Financial needs assessment, Portfolio management, Compliance awareness
Preferred skills
CRM systems proficiency, Digital banking tools familiarity
Responsibilities
Build and maintain long-term relationships with Privilege Banking clients, Identify opportunities to cross-sell and upsell products, Guide new clients through onboarding and account setup, Ensure all service requests are fulfilled promptly, Adhere to regulatory guidelines and KYC/AML requirements
Seniority
Individual Contributor