Relationship Manager - Private Banking
Posted today
Posted today
Description:
Key Responsibilities:
- Financial Advisory: Offer personalized investment strategies, financial planning, and advice across various asset classes (equities, commodities, MFs, Insurance).
- Business Development: Acquire new HNW relationships, increase wallet share from existing clients, and identify cross-selling/upselling opportunities.
- Service Delivery: Collaborate with specialists (investment, credit, etc.) to provide integrated banking and wealth solutions.
- Reporting & Analysis: Conduct portfolio reviews, analyze trends, prepare reports for clients and management, and maintain accurate CRM records.
- Problem Resolution: Proactively address client concerns, feedback, and escalations.
- Compliance: Ensure adherence to banking regulations and internal policies.
Core Skills & Attributes:
- Excellent relationship-building and communication skills.
- Sales orientation and business development acumen.
- Analytical and problem-solving abilities.
- Customer-centric approach with a focus on service quality.
Typical Requirements:
- Experience in private banking, wealth management, or related financial roles.
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