Standard Chartered Bank - Senior Relationship Manager - Private Banking

Company Overview:

Role Overview:

As a Senior Relationship Manager in Private Banking, you will act as a trusted financial advisor to High Net Worth and Ultra High Net Worth individuals, managing complex portfolios and delivering bespoke wealth solutions. You will work closely with internal product specialists, investment advisors, and risk teams to ensure a seamless client experience. By identifying unique financial needs and aligning them with the banks sophisticated investment platforms, you will play a pivotal role in growing the banks assets under management and deepening long-term client relationships.

Key Responsibilities:

- Manage and grow a portfolio of HNI/UHNI clients by providing tailored wealth management strategies that align with their long-term financial objectives.

- Drive revenue growth through the cross-selling of investment products, including equities, fixed income, structured products, and alternative investments.

- Cultivate and maintain deep relationships with existing clients to ensure high levels of retention and to generate referrals within the premium segment.

- Collaborate with internal investment desks and research teams to provide clients with timely market insights and actionable investment advice.

- Ensure strict adherence to regulatory compliance, internal risk policies, and ethical standards while executing complex financial transactions.

- Monitor market trends and economic developments to proactively adjust client portfolios, ensuring optimal risk-adjusted returns.

Required Skillset:

- Demonstrate deep expertise in wealth management, asset allocation, and portfolio construction for sophisticated investors.

- Exhibit strong interpersonal and negotiation skills, with the ability to engage effectively with C-suite executives and business owners.

- Possess a proven track record of managing large AUM portfolios and achieving aggressive sales targets in a competitive banking environment.

- Showcase a comprehensive understanding of financial markets, regulatory frameworks, and complex investment instruments.

- Maintain a high degree of professional integrity and a client-first mindset, ensuring all advisory services are transparent and compliant.

- Hold a relevant postgraduate degree or professional certification such as CFA, CFP, or equivalent, which is highly preferred.

- Adapt seamlessly to a high-performance, collaborative work environment across key regions in India.

- Possess 8 - 18 years of experience in Private Banking or Wealth Management.