Senior Relationship Manager – Private Banking
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Key skills for this role
About the Role
Key Responsibilities HNWI Client Acquisition & Relationship Management. Archive own portfolio financial targets. Building and maintaining relationships with high-net-worth (HNW) clients base.
Key Skills for This Role
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Key Responsibilities
- HNWI Client Acquisition & Relationship Management.
- Archive own portfolio financial targets.
- Building and maintaining relationships with high-net-worth (HNW) clients base.
- Managing a portfolio of private banking clients and offering tailored investment and financing solutions.
- Experience in offering lending solutions, including collateralized lending, mortgages, and tailored credit facilities to HNWI.
- Cross-Selling & Revenue Growth.
- Promote banking products such as treasury solutions, investment opportunities, and private banking services .
Requirements
- Minimum of 7 years of experience in private banking or wealth management.
- Strong relationship-building and sales skills with a proven track record of working with HNW clients.
- Bachelor's degree in business Admiration or relevant qualifications (MBA) is an advantage.
Skills
- Deep understanding of private banking products, including investments, lending, and wealth management.
- Ability to analyses clients' financial status, risk tolerance, and investment potential.
- Familiarity with local regulations governing private banking, AML, KYC, and compliance standards.
- Strong interpersonal and negotiation skills to manage and deepen client relationships.
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