Private Banking Relationship Manager

About the role

Join a leading financial institution's Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering outstanding client service.

Responsibilities

• Acquire, develop, and maintain relationships with high-net-worth clients and manage their wealth portfolios.
• Provide investment product advisory and customized solutions aligned with clients' financial goals.
• Serve as a trusted advisor to clients, enhancing client loyalty and the bank's reputation.
• Work collaboratively with the Private Banking team to meet business objectives.
• Perform additional duties as assigned by the Head of Department or management.

Requirements

• Bachelor's degree or above, preferably in Business, Banking and Finance or related fields.
• Minimum 5 years of Premium banking RM experience or minimum 2 years of Private banking RM experience
• BSC Grade A or B (if applicable)
• Relevant certifications such as CACS, CMFAS (M9, M9A, M5, HI) preferred.
• Excellent interpersonal, communication, and client management skills.
• Ability to work independently and collaboratively within a team.
• Client-focused with a proactive and professional approach.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at GREENLANE PRIVATE LTD.? Share your experience