High Net Worth Banking Relationship Manager

Seeking a seasoned wealth management expert to drive success in this high-profile role. Key responsibilities include managing high net worth individuals and corporate clients with expertise, delivering exceptional service levels, and growing client relationships.Key Responsibilities:Upsell company's mutual fund products to retail/HNI clients based on...

As a high net worth client advisor, you will play a pivotal role in cultivating and guiding affluent relationships.Key Responsibilities:Cultivate and guide high net worth client relationshipsBUILD sales momentum through regular meetings and presentationsOrganize seminars workshops and other business development activities to drive revenue growthMaintain high...

Job DescriptionWe are seeking an experienced professional to fill the role of High Net Worth Individual Manager.

Job Summary:We are seeking a skilled Wealth Underwriter to participate in the underwriting process of high-net-worth portfolio management initiatives.In this role, you will:Engage in low to moderately complex underwriting activities in support of wealth portfolio management;Analyze opportunities for process improvement within your scope of...

Job DescriptionJob Role:- Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets.- Ensures high levels of customer service orientation and application of bank policy.- Cross sells existing bank products to customers.- Informs customers of new products or product enhancements to further expand the banking...

Job DescriptionRelationship Manager will be responsible for building , maintaining and Managing the High Net Worth customers of the Bank and achieving the targets assigned in terms of cross selling and AcquisitionsLooking for Candidatesfrom Banks or other wealth Managementindustries having good sales experience of CASA , Liability/ TPP Products...

Job DescriptionRoles and Responsibility- Develop and maintain strong relationships with high net worth individuals and businesses.- Identify new business opportunities and grow existing client relationships through effective sales strategies.- Provide exceptional customer service and ensure client satisfaction.- Collaborate with internal teams to deliver...

The ideal candidate for this role is a seasoned professional with experience in Private Banking, skilled in relationship management and financial planning. As the primary point of contact, you will be responsible for building strong relationships through proactive communication and tailored advice.Key Responsibilities:Identify high net worth clients and...

As a seasoned professional with experience in managing high net worth clients, we are looking for an exceptional individual to join our team as a Priority Banking Relationship Manager.About the Role:We require someone with strong background in banking and finance to provide financial solutions to priority customers while maintaining high service...

The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...