Job Description

We are seeking a skilled Relationship Manager to join our Private Banking team. The Relationship Manager will be responsible for managing high-net-worth client relationships, providing personalized banking solutions, and offering expert financial advice. The role focuses on building strong, long-term client relationships, growing the portfolio, and ensuring that clients receive exceptional service and guidance for their financial needs.

Job Responsibilities

• Develop and maintain relationships with high-net-worth clients, understanding their financial goals and objectives.
• Offer financial advice and recommend appropriate products based on client needs, such as mortgages, personal loans, and retirement accounts Provide tailored banking and wealth management solutions, including investment, lending, and estate planning services.
• Proactively identify new business opportunities and cross-sell bank products to expand the client base.
• Monitor client portfolios and adjust financial strategies as needed.
• Ensure compliance with banking regulations and internal policies.