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Relationship Manager

Salary undisclosed

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We are currently partnering with one of the leading private banks globally, providing tailored solutions to clients looking for personalized financial services, investment opportunities, and wealth protection strategies

Responsibilities:

  • Provide tailored investment advice, monitor client portfolios, and ensure client satisfaction.
  • Develop wealth management solutions and grow client relationships through networking.
  • Support business growth by implementing marketing strategies and embracing new initiatives.
  • Ensure compliance with policies and regulations while upholding integrity and disciplined practices.

Requirements:

  • Minimally 5 years of working experience within private banks
  • Demonstrated success in managing client portfolios and acquiring new relationships.
  • Deep understanding of global financial markets and current affairs.

Company Reg No.: 201131609D | Licence No.: 24S2411 | Reg No: R24124284 | Anissa