Wealth Relationship Manager - Private Banking Group

Description:

- Building Relationship with crme de la crme cliental & offering Private Banking Group Services

- Achieve individual targets across TPP, AUM growth, and banking revenue objectives

- Drive client-level profitability and portfolio expansion

- Acquire new-to-bank clients and deepen relationships with existing customers

- Ensure effective product mix aligned to client financial goals

- Maintain high-quality CRM updates and client engagement standards

- Deliver customized wealth solutions across investment and banking products

- Stay updated on equity markets and industry trends

- Demonstrate strong relationship management and process orientation

Preferred Profile:

- Experience in Private Banking/Wealth Management

- Strong knowledge of equity and investment products

- Target-driven with excellent client servicing skills

- CSM / CFA Certification preferable

- This role does not need any CASA related experience, this is a pure investment / wealth management role with ultra HNI clients only