Private Wealth Relationship Manager

Job Summary

The Relationship Manager (RM) serves as the primary liaison between the bank and its Ultra-High Net Worth Individual (Ultra-HNWI) clients. The RM is responsible for managing client relationships, understanding and aligning with each client’s risk appetite and investment objectives, and delivering personalized financial solutions. Acting as the face of the bank’s premium service offering, the RM plays a vital role in driving business growth by achieving financial and portfolio performance targets from assigned client accounts.

Key Responsibilities

• Serve as the main point of contact for Ultra-HNWI clients, delivering exceptional service and investment guidance.
• Develop a deep understanding of each client’s investment profile, risk appetite, and financial objectives.
• Proactively offer suitable investment solutions, including structured products, fixed income, equities, and other wealth products.
• Contribute to the bank’s revenue and asset growth by deepening existing relationships and acquiring new Ultra-HNWI clients.
• Ensure full regulatory and internal compliance in all transactions and client interactions.
• Collaborate with internal partners (investment specialists, legal, compliance, operations) to deliver seamless and holistic service.
• Maintain up-to-date client records and ensure timely resolution of client needs or concerns.
• Represent the bank’s brand of high-touch, relationship-based service to an exclusive client base.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field; MBA is an advantage.
• 3–5 years of relevant experience in investment sales, private banking, or wealth management.
• Preferred certifications (not required):

  • Certified Treasury Professional (CTP)

  • SEC Fixed Income Market Salesman Certification

  • Chartered Financial Analyst (CFA)

• Strong communication and interpersonal skills with confidence in engaging senior-level clients and internal stakeholders.
• Client-centric, results-oriented, and experienced in managing high-value relationships.
• Solid understanding of investment products, financial markets, and regulatory frameworks.