Job Overview
๐ฆ๐ฐ๐ผ๐ฝ๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ฟ๐ผ๐น๐ฒ: The Director โ Wealth Relationship manager is responsible for managing and expanding relationships with Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients. This role focuses on delivering sophisticated wealth management and advisory solutions, driving asset growth, and providing strategic leadership in client relationship management while upholding the bankโs risk, compliance, and governance standards.
๐๐ฒ๐ ๐ฅ๐ฒ๐๐ฝ๐ผ๐ป๐๐ถ๐ฏ๐ถ๐น๐ถ๐๐ถ๐ฒ๐: 1)Manage a portfolio of UHNW and HNW clients with complex wealth structures. 2)Act as the primary trusted advisor to clients and their families. 3)Develop long-term relationships across generations through tailored wealth strategies. 4)Acquire new UHNW/HNW clients through referrals, personal networks, and strategic partnerships. 5)Achieve and exceed targets for AUM growth, revenue, and profitability. 6)Identify cross-border and multi-jurisdictional business opportunities. 7)Deliver comprehensive wealth management solutions including: 8)Discretionary and advisory portfolio management 9)Structured products and capital markets solutions 10)Credit and lending (Lombard loans, mortgages) 11)Alternative investments and private markets.
๐ฅ๐ฒ๐พ๐๐ถ๐ฟ๐ฒ๐ฑ ๐ค๐๐ฎ๐น๐ถ๐ณ๐ถ๐ฐ๐ฎ๐๐ถ๐ผ๐ป๐ & ๐๐ ๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ฒ: 1)10โ15+ years of experience in Private Banking or Wealth Management. 2)Strong track record managing UHNW clients and large AUM portfolios. 3)Proven success in new client acquisition and revenue generation. 4)Deep understanding of global financial markets and investment products.