RELATIONSHIP MANAGER

The Private Wealth Relationship Manager is primarily accountable for managing the Private Wealth accounts/clients and growing the volume and revenue of his/her clients.

Responsibilities Ensures adherence to the account’s agreement, investment guidelines, special instructions, internal policies and procedures, and existing banking circulars and trust rules and regulations Receives notices, instructions, communications, and supporting documents related to the account’s investment and administrative requirements, and coordinates with concerned departments to ensure timely and correct execution Relays client’s instructions such as but not limited to contributions, withdrawals, transfers, and execution of trades Undertakes periodic visits to high net-worth individuals to maintain, build, and strengthen relationships Reviews periodically client portfolio Provides investment advice and recommendation Addresses and resolves client concerns and inquiries Acts as alternate officer in the absence of other Private Wealth Relationship Manager Attends training to improve knowledge, expertise, and skills relevant to work requirements Qualifications Bachelor’s Degree Preferably with Master’s degree or other further business studies Preferably with experience in the banking business Knowledge of the trust business, investments, securities, and financial markets Well-versed in MS Office Good communication, analytical, and presentation skills