Premier Banking Affluent Client Relationship Manager

Responsibilities

• Manage a portfolio of high net worth clients, providing tailored financial solutions and advice
• Develop and maintain long-term relationships with clients, 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 degree in a relevant field, such as finance or business
• At least 5 years of experience in private banking or wealth management
• Strong understanding of investment products and financial markets
• Excellent communication and interpersonal skills
• Ability to build strong relationships with high net worth individuals and families
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