Private Banking Relationship Manager

A leading bank is seeking an experienced Private Banking Relationship Manager to join its premium banking activity, serving a select portfolio of high-net-worth clients.

This is a highly client-focused role combining private banking, investment advisory, relationship management and business development, with an emphasis on building trusted, long-term relationships and providing sophisticated, tailor-made financial solutions.

Key Responsibilities:

Manage and develop long-term relationships with high-net-worth clients

Gain a deep understanding of each client’s financial needs, investment objectives, business activities and personal circumstances

Provide professional investment advisory services, including ongoing analysis and monitoring of clients’ investment portfolios

Deliver comprehensive banking services and identify opportunities to expand and strengthen client relationships

Initiate and offer a broad range of banking, investment and financial products and services

Develop tailor-made financial solutions based on each client’s individual needs

Proactively identify financial opportunities arising from significant personal, family and business events

Acquire and develop new HNW client relationships

Work closely with internal professional teams to provide clients with comprehensive financial solutions

Manage complex compliance and regulatory requirements

Requirement:

Valid Investment Advisory License - Mandatory

At least 3 years of experience in investment advisory - Mandatory

Experience in Private Banking, Premium Banking, Wealth Management or Family Office - significant advantage

Experience working with HNW clients – significant advantage

Strong knowledge of capital markets and investment products

Strong business development, sales and relationship-management capabilities

Exellent interpersonal and communication skills

High level of initiative, independence and commercial orientation

Outstanding service mindset, discretion and professionalism

Previous experience as a department manager or deputy branch manager – advantage