Job Overview
๐ฅ๐ผ๐น๐ฒ ๐ข๐๐ฒ๐ฟ๐๐ถ๐ฒ๐
We are looking for an experienced Private Banking Relationship Manager to manage, deepen, and grow relationships with High-Net-Worth Individuals (HNWIs) and Ultra-High-Net-Worth Individuals (UHNIs).
The ideal candidate will have a strong track record in HNI/UHNI client acquisition, AUM mobilization, revenue generation, investment advisory, and relationship management, along with an established network of affluent clients.
๐๐ฒ๐ ๐ฅ๐ฒ๐๐ฝ๐ผ๐ป๐๐ถ๐ฏ๐ถ๐น๐ถ๐๐ถ๐ฒ๐ 1 ) Acquire and manage HNI/UHNI clients through networking, referrals, and strategic prospecting. 2) Build long-term relationships by understanding clientsโ financial goals, risk appetite, and wealth requirements. 3) Drive AUM growth, revenue generation, client acquisition, and wallet share through cross-selling. 4)Provide customized solutions across investments, portfolio management, structured products, lending, and estate/wealth planning. 5) Collaborate with investment, product, credit, and other specialist teams to deliver bespoke solutions. Ensure strong client retention, service quality, and compliance with regulatory and internal risk guidelines.
๐๐ฎ๐ป๐ฑ๐ถ๐ฑ๐ฎ๐๐ฒ ๐ฃ๐ฟ๐ผ๐ณ๐ถ๐น๐ฒ 1) 10+ years of experience in Private Banking / Wealth Management / Broking / Wealth Boutique. 2)Proven HNI/UHNI client base and sizeable AUM. 4)Strong track record in client acquisition, AUM mobilization, and revenue generation. 5) Preference for candidates with good vintage and strong performance ratings in their current organization. 6) Excellent networking, relationship management, business development, and investment advisory skills.