Affluent Relationship Manager - Banking (6-9 yrs)

- Atleast 6 years of working experience in wealth roles.

- Proven experience as a Private Banking Relationship Manager or similar role.

- Strong understanding of banking procedures and products.

- Excellent interpersonal and communication skills.

- Ability to build relationships with high net-worth individuals.

- Detail-oriented with strong analytical skills.

- Knowledge of investment products and services.

Responsibilities:.

- Build and maintain relationships with private banking clients.

- Understand client needs and offer solutions and support.

- Analyze financial data to identify opportunities for growth and profit.

- Coordinate with internal teams to ensure client needs are fulfilled effectively.

- Adhere to all banking regulatory standards and procedures.

- Provide strategic financial planning advice to clients.

- Promote and sell banking services/products to clients.

- Address any client complaints promptly and professionally.

- Prepare regular reports on clients' portfolio performance.