Elite Relationship Manager

Roles and Responsibilities :

• Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions.
• Develop and maintain strong relationships with existing clients to increase wallet share, cross-sell products, and retain business.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Collaborate with internal teams such as investment specialists, product managers, and operations staff to deliver tailored services.

Job Requirements :

• 4-10 years of experience in elite relationship management or similar roles in banking or financial services industry.
• Proven track record of success in handling current accounts, CASA deposits, HNI sales, portfolio management, preferred banking relationships.
• Strong understanding of wealth management principles and practices; ability to develop effective strategies for growing assets under management.