Private Banking Relationship Manager

Role & Responsibilities:-

• Identify, acquire, and build relationships with high-net-worth clients through networking, referrals, and targeted prospecting.
• Conduct financial needs assessments to understand clients' short-term and long-term investment goals.
• Develop and execute customized wealth management strategies to meet clients' objectives.
• Advise clients on investment options, including equities, fixed income, mutual funds, structured products, and alternative investments.
• Regularly review and rebalance portfolios based on market conditions and clients' evolving needs.
• Collaborate with in-house product specialists to deliver comprehensive solutions.
• Promote and cross-sell the banks products and services, including insurance, lending solutions, and estate planning.
• Achieve revenue targets through effective client management and up-selling opportunities.
• Ensure all advisory and sales activities comply with regulatory guidelines and the bank’s policies.
• Conduct due diligence to mitigate risks associated with high-value transactions.
• Keep abreast of market trends, regulatory changes, and economic developments impacting clients’ investments.
• Prepare and present regular reports on portfolio performance and market outlook to clients.
• Provide exceptional service to enhance client loyalty and retention.
• Address and resolve clients' queries and concerns promptly.