Senior Wealth Relationship Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships, identifying their financial goals and providing tailored wealth management solutions.
• Acquire new HNIs through networking, referrals, and market research to expand the client base.
• Develop and maintain strong relationships with existing clients to increase cross-selling opportunities for priority banking services such as private banking, mutual funds, insurance products etc.
• Identify cross-sell opportunities across various product lines including personal banking, corporate banking, treasury etc.

Job Requirements :

• 1-6 years of experience in HNI client handling or sales in retail banking or wealth management industry.
• Strong understanding of priority banking, private banking, mutual funds, personal banking and other relevant financial products.
• Excellent communication skills with ability to build rapport with high net worth individuals.