Private Banking Relationship Manager

Job Description

Role & Responsibilities:- Identify, acquire, and build relationships with high-net-worth clients through networking, referrals, and targeted prospecting. Conduct financial needs assessments to understand clients' short-term and long-term investment goals. Develop and execute customized wealth management strategies to meet clients' objectives. Advise clients on investment options, including equities, fixed income, mutual funds, structured products, and alternative investments. Regularly review and rebalance portfolios based on market conditions and clients' evolving needs. Collaborate with in-house product specialists to deliver comprehensive solutions. Promote and cross-sell the banks products and services, including insurance, lending solutions, and estate planning. Achieve revenue targets through effective client management and up-selling opportunities. Ensure all advisory and sales activities comply with regulatory guidelines and the bank’s policies. Conduct due diligence to mitigate risks associated with high-value transactions. Keep abreast of market trends, regulatory changes, and economic developments impacting clients’ investments. Prepare and present regular reports on portfolio performance and market outlook to clients. Provide exceptional service to enhance client loyalty and retention. Address and resolve clients' queries and concerns promptly.