Private Banking Relationship Manager - Wealth Management

Role Overview:

Managing, acquiring, and deepening relationships with high-net-worth individuals (HNIs) and private banking clients.

Key Job Responsibilities:

• Client Acquisition & Deepening: Acquire new HNI clients and expand the share of wallet and revenues from existing wealth portfolios.
• Bespoke Advisory: Provide tailored financial, investment, banking, and legacy planning solutions.
• Single Point of Contact: Act as the primary face of the bank for high-net-worth clients, coordinating with dedicated service teams and specialists (such as investment, insurance, and trade specialists).
• Sales & Targets: Drive the sale of full-stack banking products, cross-sell wealth services, and meet revenue and asset-growth targets.