Private Banking Relationship Manager

We are seeking a highly accomplished, client-focused individual to join our Private Wealth team as a Private Banker or Senior Private Banker. The ideal candidate will be a true entrepreneur within the firm, responsible for managing and significantly growing a portfolio of HNI / UHNW client relationships, delivering customized, 360-degree wealth solutions.

Key Responsibilities (KRA)

1. Client Relationship Management & Wealth Planning

• Holistic Needs Analysis : Conduct in-depth analysis of HNI / UHNW client portfolios, understanding their financial goals, risk appetite, and entire family / corporate structure.
• Relationship Deepening : Cultivate and maintain long-term, trust-based relationships with existing clients to maximize client retention and overall 'wallet share.'
• Customized Strategy : Develop and execute tailored financial and investment strategies, aligning client objectives with comprehensive product suite.
• Service Excellence : Ensure a best-in-class, seamless client experience, acting as the primary point of contact for all financial needs and queries.

2. Business Development & Revenue Growth

3. Investment & Product Expertise