Relationship Manager
1 month ago
As a Relationship Manager in Private Banking, you will play a key role in managing and nurturing relationships with Ultra High Net Worth Individuals (UHNIs). The ideal candidate will have a strong background in private banking, demonstrating expertise in understanding and catering to the unique financial needs of high net worth clients.
Key Responsibilities:
1. Client Relationship Management:
- Build and maintain strong relationships with UHNI clients.
- Understand clients' financial objectives and provide tailored wealth management solutions.
2. Portfolio Management:
- Effectively manage and grow the portfolio of UHNI clients.
- Provide strategic advice on investment opportunities and wealth preservation.
3. Wealth Management Products:
- Possess a deep understanding of various wealth management products and services.
- Recommend and implement appropriate investment strategies based on clients' financial goals.
4. Risk Management:
- Assess and manage risk factors associated with client portfolios.
- Ensure compliance with regulatory guidelines and internal policies.
5. Team Collaboration:
- Collaborate with internal teams to deliver comprehensive financial solutions.
- Work closely with product specialists to provide holistic wealth management services.
6. Market Research:
- Stay abreast of market trends, economic developments, and financial products.
- Provide clients with timely updates and insights on market conditions.
Qualifications and Skills:
- Masters degree in Finance, Business, or a related field.
- 3 to 8 years of experience in private banking, with a focus on UHNI clients.
- Proven track record of successfully managing and growing client portfolios.
- In-depth knowledge of wealth management products and financial markets.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills
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