Premier Banking Affluent Client Relationship Management - MGR

Premier Banking Affluent Client Relationship Management

Imagine building long‑lasting relationships with high net worth individuals and families, helping them achieve their financial goals and aspirations.

Responsibilities

• Manage a portfolio of high net worth clients, providing tailored financial solutions and advice.
• Develop and maintain long‑term relationships with clients, identifying opportunities to provide value‑added services.
• Collaborate with internal stakeholders to deliver integrated financial solutions.
• Conduct regular portfolio reviews and provide market updates to clients.
• Identify and pursue new business opportunities to grow the client base.

Qualifications

• A degree in finance, business or a related field.
• At least 5 years of experience in private banking or wealth management.
• Strong understanding of investment products and financial markets....