Relationship Manager

Role Overview : An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.

Key Responsibilities :

Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams

Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.

Facilitate digital onboarding and guide clients through their digital investment journey

Deepen client relationships to increase wallet share and long-term engagement

Requirements :

5+ years of experience in private banking or wealth management

Strong product knowledge and understanding of HNW client needs

Excellent communication, relationship management, and advisory skills