Our Client
Boutique Private Bank
Role Description
We are seeking a dynamic and ambitious Private Banking Relationship Manager to join an esteemed boutique private bank. In this role, you will be responsible for bringing in and managing a diverse portfolio of high-net-worth clients, providing tailored financial solutions, and building long-lasting relationships. The ideal candidate will possess exceptional interpersonal skills, a strong understanding of financial products, and a passion for delivering exemplary client service.
Key Responsibilities:
- Client Relationship Management: Develop and maintain strong relationships with high-net-worth clients through regular communication and personalized service.
- Financial Advisory: Analyze clients' financial needs and objectives to create customized investment strategies, estate planning, and wealth management solutions.
- Portfolio Management: Oversee and monitor client portfolios, ensuring alignment with their investment goals and risk tolerance.
- Product Knowledge: Stay informed on the latest market trends, investment products, and regulatory changes to provide informed recommendations.
- Business Development: Identify and target potential new clients to expand the bank's private banking business while leveraging existing networks and referrals.
- Collaboration: Work closely with internal teams (investment advisors, trading, credit, etc.) to deliver comprehensive services tailored to client needs.
- Compliance: Ensure adherence to all regulatory guidelines and internal policies while maintaining the highest standards of ethical conduct.
Qualifications:
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- Possess CACS 1 & 2 (Individuals in the premiere banking space with a good AUM and possess the CACS papers are invited to apply)
- Minimum of 6 years of experience in private banking, wealth management, or financial services.
- Proven track record of managing high-net-worth client relationships and meeting sales targets.
- Strong understanding of financial products such as UL and Lombard loans; investment strategies; and market conditions.
- Exceptional communication and interpersonal skills with a client-centric approach.
- Ability to work independently and as part of a team in a fast-paced environment.
What Our Client Offers:
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package, including health insurance and professional development opportunities.
- A vibrant and inclusive work culture focused on innovation and collaboration.
- Opportunities for career advancement in the private banking space.
How to Apply:
If you’re ready to take your career to the next level, we want to hear from you! Please click on the “Apply” icon and our consultants will be in touch if you are shortlisted.
We regret to inform you that only shortlisted candidates will be contacted.
EA Reg No: R1329095
EA License No: 21C0434
