Client Relationship Manager

Job description

Client Relationship Manager

2 To 10 years of experience in private banking, wealth management, or related financial services.

Key Responsibilities :

Serve as the primary point of contact for assigned HNWI / UHNWI clients.

Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.

Provide tailored advice on investments, wealth planning, credit, and other banking services.

Business Development

Identify and pursue new client acquisition opportunities through personal networks, referrals, and targeted marketing initiatives.

Develop and execute strategic plans to grow the client base and AUM.

Portfolio Management

Collaborate with investment specialists and product teams to propose and execute customized portfolio strategies.

Monitor client portfolios, ensuring alignment with financial goals and market conditions.

Risk & Compliance

Ensure all client onboarding, KYC / AML, and due diligence processes meet regulatory and internal compliance standards.

Adhere to risk management and operational procedures in all client interactions.

Team Collaboration

Work closely with internal partners (e.g., investment advisors, product specialists, legal, and compliance) to deliver a holistic wealth management experience.

Mentor junior bankers or relationship managers as appropriate.

Qualifications :

Bachelor's degree in Finance, Business Administration, Economics, or related field (MBA / CFA preferred).

Proven track record of managing and growing HNWI / UHNWI client relationships.

Strong understanding of investment products, credit structures, and wealth planning solutions.

Excellent interpersonal, communication, and relationship-building skills.

Regulatory certifications / licenses as required by jurisdiction (e.g., Series 7 / 63, SFC Type 1 / 4 / 9, or equivalent).

Skills Required

Private Banking, Aml, Wealth Management, Kyc, series 7, investment products