About the Role:
Join a leading financial institution’s Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering outstanding client service.
Key Responsibilities:
- Acquire, develop, and maintain relationships with high-net-worth clients and manage their wealth portfolios.
- Provide investment product advisory and customized solutions aligned with clients’ financial goals.
- Serve as a trusted advisor to clients, enhancing client loyalty and the bank’s reputation.
- Work collaboratively with the Private Banking team to meet business objectives.
- Perform additional duties as assigned by the Head of Department or management.
Requirements:
- Bachelor’s degree or above, preferably in Business, Banking and Finance or related fields.
- Minimum 2-3 years’ experience in Premier Banking roles.
- Relevant certifications such as CACS, CMFAS (M9, M9A, M5, HI) preferred.
- Excellent interpersonal, communication, and client management skills.
- Ability to work independently and collaboratively within a team.
- Client-focused with a proactive and professional approach.
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