Privilege Banking Relationship Manager
Core
Managing and growing a portfolio of high-net-worth individual clients by providing comprehensive financial solutions and personalized wealth management services.
Role type
Senior IC wealth management relationship manager
Builds
Tailored wealth management strategies including investment products, insurance, and banking solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial needs analysis, portfolio management, investment product knowledge, insurance expertise, regulatory compliance, lead generation, client profitability management
Preferred skills
CFA or CFP certification, Master's degree
Technologies
N/A
Responsibilities
Develop long-term relationships with high-net-worth clients, conduct financial needs analysis, propose tailored wealth management strategies, review client portfolios and provide market updates, identify new client acquisition opportunities, ensure regulatory compliance, collaborate with product specialists, monitor client profitability
Seniority
Senior, hands-on IC