Relationship Manager (Private Banking)

• To act as the primary point of contact for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The role requires growing Assets Under Management (AUM), generating investment revenue, and providing tailored wealth strategies.

• Wealth Advisory & Portfolio Management: Assess the complex financial situations of multi-generational clients. Formulate bespoke asset allocation, investment strategies, and structured lending solutions aligned with their risk profile.
• Coordinate with internal product specialists to pitch holistic solutions. These include trust setups, estate planning, tax optimization, and family office solutions.
• Risk & Regulatory Compliance: Enforce strict adherence to Anti-Money Laundering (AML) and Know-Your-Customer (KYC) frameworks. Perform ongoing reviews of collateral limits and client portfolios to mitigate credit and reputational risk.

Job Requirements

• Degree or Diploma in Finance, Economics, or Business.
• Minimum 1 year of private banking experience, typically with a portable book of clients to migrate over.