Relationship Manager (Private Banking)

Open 29d

To act as the primary point of contact for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The role requires growing Assets Under Management (AUM), generating investment revenue, and providing tailored wealth strategies.

Wealth Advisory & Portfolio Management: Assess the complex financial situations of multi-generational clients. Formulate bespoke asset allocation, investment strategies, and structured lending solutions aligned with their risk profile.
Coordinate with internal product specialists to pitch holistic solutions. These include trust setups, estate planning, tax optimization, and family office solutions.
Risk & Regulatory Compliance: Enforce strict adherence to Anti-Money Laundering (AML) and Know-Your-Customer (KYC) frameworks. Perform ongoing reviews of collateral limits and client portfolios to mitigate credit and reputational risk.

Job Requirements

Degree or Diploma in Finance, Economics, or Business.
Minimum 1 year of private banking experience, typically with a portable book of clients to migrate over.

See also