Private Banking Relationship Manager

We are partnering a prestigious bank in their search for ambitious & driven relationship managers to join their team. This is a good opportunity for individuals keen on the private wealth space.

Roles and Responsibilities

1. Engage and prospect new to bank HNW & UHNW clients.
2. Understand the financial needs of clients and provide them holistic recommendations & solutions.
3. Consistently update clients on the latest market trends and information regarding their portfolio.
4. Work closely with internal stakeholders (product specialist etc) to curate personalised solutions for clients.
5. Uphold the bank's customer service standards and comply with all compliance and regulation standards.

Skills and Requirements

1. Minimum Degree required
2. Minimum 6 years of wealth management experience
3. Good understanding of cross border regulations
4. Good understanding of financial markets & investment instruments

Only shortlisted candidates will be responded to; therefore, if you do not receive a response within 14 days, please accept this as notification that you have not been shortlisted.

(EA:11C5502/R2199597)