Senior Relationship Manager – Private Banking

Key Responsibilities: 

• HNWI Client Acquisition & Relationship Management. 
• Archive own portfolio financial targets. 
• Building and maintaining relationships with high-net-worth (HNW) clients base. 
• Managing a portfolio of private banking clients and offering tailored investment and financing solutions. 
• Experience in offering lending solutions, including collateralized lending, mortgages, and tailored credit facilities to HNWI. 
• Cross-Selling & Revenue Growth. 
• Promote banking products such as treasury solutions, investment opportunities, and private banking services .

Requirements:

• Minimum of 7 years of experience in private banking or wealth management. 
• Strong relationship-building and sales skills with a proven track record of working with HNW clients. 
• Bachelor’s degree in business Admiration or relevant qualifications (MBA) is an advantage. 

Skills

• Deep understanding of private banking products, including investments, lending, and wealth management.
• Ability to analyses clients’ financial status, risk tolerance, and investment potential.
• Familiarity with local regulations governing private banking, AML, KYC, and compliance standards.
• Strong interpersonal and negotiation skills to manage and deepen client relationships.