Relationship Manager - Private Banking

Key Responsibilities:

Manage highly sensitive, multi-generational family office accounts and high-value legacy planning.

Consult clients on structured investment alternatives, international business requirements, and custom credit lines.

Generate premium revenue pipelines via deep corporate-to-promoter value migrations.

Cross-sell wealth and liability products to premium Asset clients.

- Generate new business to achieve defined sales targets.

- Build and deepen relationships with existing Wealth Customers.

- Provide professional customer service to increase customer wallet share and satisfaction.

- Manage the portfolio to de-risk against attrition and achieve stability.

- Monitor key performance indicators at the highest level.

- Have complete knowledge of customer base demographics, psychographics, and assets.

- Achieve product mix targets and best in class productivity.

- Meet budgeted cross-sell targets and implement aggressive sales call plans.

- Ensure coverage of customer base according to Relationship Matrix.

- Manage customer transition with sensitivity and comply with anti-money laundering policies.

Requirements:

Experience:

- 8 to 13 years of core Private Banking experience.