Wealth Relationship Manager

JOB RESPONSIBILTIES

• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High‑Net‑Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one‑point contact to the High‑Net‑Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalized banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

JOB REQUIREMENTS

• Minimum bachelor’s degree in finance, business, economics or related field.
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