Relationship Manager

Role Overview:

An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.

Key Responsibilities:

• Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams
• Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.
• Facilitate digital onboarding and guide clients through their digital investment journey
• Deepen client relationships to increase wallet share and long-term engagement

Requirements:

• 5+ years of experience in private banking or wealth management
• Strong product knowledge and understanding of HNW client needs
• Excellent communication, relationship management, and advisory skills