Affluent RM- Burgundy

Roles and Responsibilities :

• Manage high net worth (HNI) clients' relationships, providing personalized wealth management solutions to achieve their financial goals.
• Develop and maintain a deep understanding of each client's unique needs, preferences, and risk tolerance to deliver tailored investment advice.
• Collaborate with internal teams to ensure seamless execution of client transactions, including trading, settlements, and reporting.
• Identify cross-sell opportunities for other bank products and services to enhance the overall value proposition for HNIs.

Job Requirements :

• 7-15 years of experience in private banking or wealth management industry.
• Strong knowledge of personal banking, relationship management, and wealth management principles.
• Proven track record in managing complex financial portfolios with significant assets under management (AUM).
• Excellent communication skills with ability to build strong rapport with high-net-worth individuals.