Senior Relationship Treasures Manager

Roles and Responsibilities :

• Manage a portfolio of high net worth individuals (HNIs) and ultra HNI clients, 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 advisors, product managers, and operations staff to deliver tailored services.

Job Requirements :

• 6-12 years of experience in private banking or related field.
• Strong understanding of priority banking, private banking relationship manager, imperia relationship manager, privy relationship manager concepts.
• Proven track record in managing complex financial transactions and developing strategic plans for HNIs.