UHNW Wealth & Relationship Portfolio Manager

HBL People; Pakistan; On-site; PKR 2,000,000 - 3,000,000; Full time

Job summary

HBL People in Karachi invites a Senior Relationship Manager to handle ultra-high-net-worth clients within the Priority lounge, managing relationships worth over PKR 5 million current or 7 million in savings. You will mobilize deposits, cross-sell Retail, Wealth, Consumer Finance and Insurance products, and deliver exemplary service to retain and grow the portfolio.

The role requires at least a bachelor's degree (MBA/Masters preferred) and about 5 years of relevant experience.

Qualifications

• Bachelor's preferably MBA/Masters from a recognized University.
• 5 yrs of experience (as stated in the ad)

Responsibilities

• Manage liability portfolio of ultra-high net worth clients within the Priority lounge and grow the relationship.
• Deposit mobilization through existing clients and NTB customers to increase branch business.
• Cross-sell Retail/Consumer, Wealth management, Consumer Finance and Insurance products.
• Provide excellent customer service to retain and grow relationships.
• Visit top-tier Priority customers to build loyalty and long-term relationships.
• Ensure adherence to KYC/AML guidelines and SBP policies.
• Refer HBL solutions to meet customers' needs.

Education

Bachelor's preferably MBA/Masters

Job description

HBL People in Karachi invites a Senior Relationship Manager to handle ultra-high-net-worth clients within the Priority lounge, managing relationships worth over PKR 5 million current or 7 million in savings. You will mobilize deposits, cross-sell Retail, Wealth, Consumer Finance and Insurance products, and deliver exemplary service to retain and grow the portfolio.

The role requires at least a bachelor's degree (MBA/Masters preferred) and about 5 years of relevant experience.