High Net Worth Portfolio Manager
1 month ago
Estimated Annual Salary: $120,000 - $180,000
About the Role:We are seeking a skilled Private Banking professional to join our team as a High Net Worth Portfolio Manager. In this role, you will be responsible for assisting Relationship Managers in customer onboarding, product introduction, credit approval, and due diligence.
Key Responsibilities:- Support Relationship Managers in client interactions, ensuring seamless onboarding and account management processes.
- Cover a range of banking and investment transactions, including equities, fixed income, FX, OTC derivative products, mutual funds, and alternative investments.
- Monitor client instructions, fund payments, and loan disbursements, providing timely and accurate updates.
- A degree holder or above in any discipline.
- 8+ years of relevant working experience in Private Banking.
- Strong knowledge of private banking products and services, operational procedures, and systems.
- Excellent communication and interpersonal skills.
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High Net Worth Portfolio Manager
1 month ago
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High Net Worth Portfolio Manager
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High Net Worth Relationship Manager
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