SVP, Relationship Manager, Private Banking (NRI Market), Consumer Banking Group
Core
Grow and retain HNW/UHNW clients in the NRI market by providing bespoke wealth management advice and curated financial solutions.
Role type
Senior IC relationship manager (private banking)
Builds
Client relationships and wealth management portfolios
Domain
Private banking, wealth management, NRI market
Deliverable
client delivery
Required skills
HNW/UHNW client acquisition, NRI market expertise, wealth management advisory, regulatory compliance, cross-border investment structuring
Preferred skills
Legacy and multi-generational wealth transfer planning, corporate interests management
Responsibilities
Proactive acquisition and retention of HNW/UHNW clients, implement geographical focused strategy, source and acquire new clients, provide investment advice, maintain regular client contact, ensure compliance with bank and regulatory requirements