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Position :

Relationship Manager for PBWM

Key Responsibilities & Principle Duties

  • Manage the relationship between the bank and PBWM clients
  • Must understand and document the needs of the clients and accordingly cater to their requirements
  • Monitor and manage investment portfolios of his/her clients
  • Monitor and manage existing credit relationships
  • Develop new business relationships by identifying and contacting existing and new prospective customers and promote the bank’s services
  • Deal with brokerage, Investment management, foreign exchange and custody services

Reporting Line

  • Reports to the Head of Private Banking Wealth Management

Qualifications & Requirements

  • Bachelor degree in Economics, Banking and Finance, Accounting, or an equivalent degree
  • Banking business knowledge
  • Strong interpersonal skills, aptitude for building relationships
  • Strong negotiation skills
  • Strong communication and presentation skills

Years of Experience:

  • Minimum 6 years’ experience in Private Banking Wealth Management