Relationship Manager

Job Description:

• Grow the business through proactive acquisition and retention of HNW/ UHNW clients;
• Build and develop a deep understanding of clients’ investment needs;
• Provide sound financial advice to clients working in partnership with different internal teams;
• Be a strong advisor to the clients in their wealth planning and work to continually strengthen the client relationships
• Ensure compliance to the bank's and regulatory requirements.

Requirements:

• Bachelor’s Degree in Finance, Business or related discipline.
• Minimum of 5 years’ banking experience in private bank or wealth management sector.
• Carry out analysis to identify opportunities for expanding customer base and improving sales.
• Have mutual understanding of client centricity.
• Proven good track record in IWM business.
• Sound knowledge of private banking products, wealth Inheritance, tax & legal consultation, global real estate etc.
• Good understanding of compliance and regulatory requirements
• Excellent interpersonal and communication skills with strong client centricity
• Team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention