Managing Director/Executive Director/Director, Relationship Management, Wealth Management
Core
Building, developing, and maintaining long-term client relationships for High Net Worth Clients by providing advice and investment solutions.
Role type
Senior Relationship Manager (Wealth Management)
Builds
Investment solutions and trusted advice for High Net Worth Clients
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
High Net Worth client acquisition and retention, investment product knowledge, compliance and regulatory framework expertise, relationship management, risk management, business development
Preferred skills
CACS Paper 1 and 2 certification, ECF qualification
Technologies
N/A
Responsibilities
Provide advice and investment solutions adhering to legal and compliance requirements; act as a brand ambassador for the bank; ensure adherence to KYC, Due Diligence, AML, and Cross-border regulations; assist in ad-hoc projects and client matters; deputize other Relationship Managers as necessary