Relationship Manager (Private Banking)

We are currently partnering with one of the leading private banks globally, providing tailored solutions to clients looking for personalized financial services, investment opportunities, and wealth protection strategies

Responsibilities:

• Provide tailored investment advice, monitor client portfolios, and ensure client satisfaction.
• Develop wealth management solutions and grow client relationships through networking.
• Support business growth by implementing marketing strategies and embracing new initiatives.
• Ensure compliance with policies and regulations while upholding integrity and disciplined practices.

Requirements:

• Minimally 5 years of working experience within private banks
• Demonstrated success in managing client portfolios and acquiring new relationships.
• Deep understanding of global financial markets and current affairs.

Company Reg No.: 201131609D | Licence No.: 24S2411 | Reg No: R24124284 | Anissa