What is the opportunity?
As the Relationship Manager, you will be responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network.
What will you do?
- Providing advice and investment solutions according to relevant legal and compliance requirements and sales efficiency standards and client profiling needs
- Be the brand ambassador for the bank to the clients
- Ensure and abide by the relevant KYC, Due Diligence, AML and Cross border activities and compliance to policies, procedures and regulatory requirements
- Follow and adhere to the bank’s code of ethics and the Cross Border regulations
- Assist in other ad-hoc projects and client related matters
- Deputizing other RMs on ad-hoc basis (if necessary)
What do you need to succeed?
Must-have
- Minimum 5 years’ professional experience successfully advising High Net Worth Clients
- Proven track record in acquisition success and extensive product and investment knowledge
- Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills
- Strong knowledge of the Wealth Management industry with deep understanding around the Compliance and Regulatory framework
- Fluency in English and relevant local language skills subject to the respective country teams
- Strong client acquisition, retention and business development skills
- CACS Paper 1 and 2
Nice-to-have
- Degree educated
