
Relationship Manager
4 weeks ago
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Job Description:
- Grow the business through proactive acquisition and retention of HNW/ UHNW clients;
- Build and develop a deep understanding of clients' investment needs;
- Provide sound financial advice to clients working in partnership with different internal teams;
- Be a strong advisor to the clients in their wealth planning and work to continually strengthen the client relationships
- Ensure compliance to the bank's and regulatory requirements.
Requirements:
- Bachelor's Degree in Finance, Business or related discipline.
- Minimum of 5 years' banking experience in private bank or wealth management sector.
- Carry out analysis to identify opportunities for expanding customer base and improving sales.
- Have mutual understanding of client centricity.
- Proven good track record in IWM business.
- Sound knowledge of private banking products, wealth Inheritance, tax & legal consultation, global real estate etc.
- Good understanding of compliance and regulatory requirements
- Excellent interpersonal and communication skills with strong client centricity
- Team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention
- Seniority level Director
- Employment type Full-time
- Job function Finance
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