Wealth Banking Relationship Senior Officer
Core
Manage relationships with corporate and institutional clients to provide wealth banking services, including investment products, insurance, and international transfers.
Role type
Senior IC wealth banking relationship officer
Builds
Long-term client relationships and discretionary account business
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, financial mapping, risk profiling, asset allocation, regulatory compliance, investment sales, fund distribution
Preferred skills
knowledge of deposit and liability products, experience in bancassurance
Technologies
none stated
Responsibilities
Understand client requirements and provide regular updates on financial markets and portfolios, actively acquire and manage existing corporate/institutional clients, conduct financial mapping to analyze risk profile and liquidity needs, collaborate with asset management teams on new product research, ensure regulatory compliance
Seniority
Senior, hands-on IC