Relationship Manager

The Private Wealth Relationship Manager is primarily accountable for managing the Private Wealth accounts/clients and growing the volume and revenue of his/her clients.

Responsibilities

• Ensures adherence to the account’s agreement, investment guidelines, special instructions, internal policies and procedures, and existing banking circulars and trust rules and regulations
• Receives notices, instructions, communications, and supporting documents related to the account’s investment and administrative requirements, and coordinates with concerned departments to ensure timely and correct execution
• Relays client’s instructions such as but not limited to contributions, withdrawals, transfers, and execution of trades
• Undertakes periodic visits to high net-worth individuals to maintain, build, and strengthen relationships
• Reviews periodically client portfolio
• Provides investment advice and recommendation
• Addresses and resolves client concerns and inquiries
• Acts as alternate officer in the absence of other Private Wealth Relationship Manager
• Attends training to improve knowledge, expertise, and skills relevant to work requirements
  
  

• Bachelor’s Degree
• Preferably with Master’s degree or other further business studies
• Preferably with experience in the banking business
• Knowledge of the trust business, investments, securities, and financial markets
• Well-versed in MS Office
• Good communication, analytical, and presentation skills