Relationship Manager

About the Role

This is a pivotal, client-facing position dedicated to acquiring, managing, and strengthening relationships with high-net-worth (HNW) and affluent clients. The primary objective is to deliver holistic, sophisticated wealth advisory services with a strong emphasis on specialized investment solutions, while ensuring full compliance with regulatory and governance standards.

Key Responsibilities

What You Will Do

• Serve as the single point of contact for high-net-worth clients, fulfilling their financial and banking needs through tailored financial planning and customized wealth solutions.
• Drive achievement of assigned sales and business targets.
• Collaborate with the Branch Manager to ensure sales activities align with overall business direction and regularly review performance.
• Expand Assets Under Management (AUM), fee income, profitability, and customer base through active acquisition and prospecting of new-to-ba...