About the opportunity
Job Overview
<p>Responsible for acquiring new high-net-worth clients through networking, referrals, and strategic prospecting. Builds strong relationships by understanding client financial goals and offering tailored wealth management solutions. Drives revenue growth by expanding the client base and cross-selling banking and investment products.</p> <p>Job Responsibilities
> A Private Banking Relationship Manager (RM) with a leading bank is responsible for managing and growing a portfolio of high-net-worth clients.
> Drives new client acquisition through networking, referrals, and strategic business development initiatives.
> Provides tailored wealth management solutions, including investment advisory, portfolio management, lending, and estate planning services.
> Builds long-term relationships by understanding clients’ financial goals and delivering personalized service.
> Collaborates with internal product and investment teams to maximize client satisfaction and revenue growth. <p>Experience in wealth management, retail banking, investment advisory, or relationship management, preferably handling affluent or HNI clients. Candidates with good HNI Wealth client base is a must for the above role .</p>