Wealth Relationship Manager - Private Banking

Role Overview:

- We are looking for a result-driven Wealth Relationship Manager to manage and grow high-value client relationships.

- The role focuses on client acquisition, investment advisory, and delivering excellent customer service while achieving business targets.

Key Responsibilities:

- Acquire new clients (NTB - New to Bank) and build a strong portfolio of high-net-worth individuals

- Manage and grow existing client relationships to increase wallet share

- Achieve monthly and annual sales targets across wealth products

- Provide investment advice tailored to client needs and financial goals

- Ensure proper product mix and sales distribution across offerings

- Deliver high-quality relationship management and advisory services

- Guide clients on wealth products such as PMS, private wealth solutions, and family office services

- Ensure smooth onboarding of new clients and explain product features clearly

- Maintain high levels of customer satisfaction through consistent engagement

- Drive improvements in customer service standards within the assigned market

Required Skills & Experience:

- Experience in wealth management, private banking, or relationship management

- Strong knowledge of wealth products such as PMS, mutual funds, and private wealth solutions

- Proven track record in client acquisition and revenue generation

- Excellent communication, influencing, and relationship-building skills

- Strong sales and target-driven mindset

- Ability to understand client needs and provide customized financial solutions