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High Net Worth Relationship Manager
3 weeks ago
We are looking for a talented High Net Worth Relationship Manager to develop and maintain strong relationships with a portfolio of High Net Worth (HNW) clients. The successful candidate will be responsible for driving private banking sales and revenue by identifying opportunities to cross-sell bank products and acquire new business.
Main Responsibilities:
- Deliver Private Banking products and services to optimize the potential value of the client base.
- Communicate effectively with HNW clients to understand their needs and provide tailored advice.
- Collaborate with other bank professionals to identify opportunities to partner and grow revenue.
- Develop strategies to maximize profitability from the Private Banking base while competing with other financial institutions.
- Ensure compliance with anti-money laundering regulations and maintain a strong reputation for the bank.
- Enhance market awareness and profile.
- Meet or exceed revenue and sales targets across a range of products and services.
- Pursue new business opportunities with high net worth individuals.
- Provide exceptional customer service to maintain client satisfaction.
- Mitigate customer attrition.
Key Requirements:
- Proven expertise in numbers selling and investments.
- Excellent interpersonal and communication skills.
- Strong relationship management and networking abilities.
- Minimum 8 years of experience in a similar role within the banking or financial services sector.
