Relationship Manager - Wealth Management

• Great opportunity
• Get good exposure

About Our Client

Our client is a leading international financial institution with a strong presence across the globe. The organisation provides sophisticated wealth management, investment and banking solutions to affluent and high-net-worth individuals, supported by a global network and a strong focus on client service, governance and long-term relationship management.

Job Description

• Manage and grow a portfolio of Priority Banking clients through proactive relationship management and advisory services.
• Conduct detailed financial reviews to understand clients' financial goals and recommend appropriate wealth solutions.
• Deepen existing client relationships through regular engagement, portfolio reviews and tailored investment discussions.
• Provide clients with relevant market insights, investment updates and wealth management solutions.
• Drive new-to-bank client acquisition through referrals, networking and business development activities.
• Achieve and exceed individual revenue, sales and asset growth targets.
• Deliver exceptional client service and maintain high levels of customer satisfaction and retention.
• Collaborate with investment, treasury and insurance specialists to provide holistic wealth solutions to clients.
• Organise and participate in client engagement events, seminars and networking activities.
• Ensure full compliance with regulatory requirements, internal policies and anti-money laundering standards.
• Maintain a strong understanding of market trends, economic developments and wealth management products

The Successful Applicant

A successful Relationship Manager should have:

• 5-10 years of experience in Priority Banking, Private Banking or Wealth Management Relationship Management roles.
• Degree qualified in Finance, Business, Economics or a related discipline.
• Relevant regulatory certifications, including CMFAS qualifications or equivalent.
• Demonstrated track record of managing affluent or high-net-worth client portfolios and delivering strong revenue performance.
• Experience advising clients on investment, wealth management and financial planning solutions.
• Strong client acquisition and business development capabilities.
• Experience serving international client segments
• Excellent relationship management, communication and stakeholder management skills.
• Strong understanding of regulatory, risk and compliance requirements within a wealth management environment.
• Self-driven, commercially minded and capable of thriving in a performance-oriented environment.

What's on Offer

Great opportunity and good exposure

Contact
Gitika Aggarwal

Quote job ref
JN-072026-7064985