Relationship Manager, Private Banking
4 weeks ago
As a key member of our Private Banking team, you will be responsible for building and maintaining relationships with high net worth individuals and families to achieve business strategies and objectives.
Key Responsibilities:
- Originate and develop client relationships within the high net worth segment
- Understand clients' wealth management needs and provide tailored solutions
- Provide banking services and execute transactions in a timely and effective manner
- Monitor clients' portfolios and provide regular updates
- Perform regular reviews with clients to assess their risk profile and wealth management needs
- Originate and develop relationships with business partners and assist in marketing and business projects
- Ensure compliance with regulatory requirements
To succeed in this role, you should have:
- A degree and relevant working experience in banking or investment
- Sound knowledge of banking and investment products
- Excellent communication and interpersonal skills
- Strong self-initiative and ability to work under pressure
- Professional licensing qualifications and language proficiency
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