Job Description
Premier Banking Affluent Client Relationship Manager
This role involves building long lasting relationships with high net worth individuals and families, providing them with tailored financial solutions and exceptional service.
Responsibilities
- Manage a portfolio of high net worth clients, providing tailored financial solutions and advice.
- Develop and maintain long-term client relationships, identifying opportunities to provide value-added services.
- Collaborate with internal stakeholders to deliver integrated financial solutions.
- Conduct regular portfolio reviews and provide market updates to clients.
- Identify and pursue new business opportunities to grow the client base.
Qualifications
- A relevant degree in finance, business or a related field.
- At least five years of experience in private banking or wealth management.
- Strong understanding of investment pro...