Relationship Manager – Wealth Management

About the role

The Relationship Manager – Wealth Management is responsible for acquiring high‑net‑worth clients and growing their portfolios to support the bank’s revenue and AUM targets. The role works closely with Business Development, Investment Advisors and internal support teams to ensure client suitability and high‑quality service.

Key responsibilities

• Source and acquire new qualified HNW clients, generate fee income and increase assets under management.
• Maintain regular face‑to‑face contact, produce call reports and provide monthly performance forecasts.
• Collaborate with Investment Advisors to align client risk profiles with suitable investment solutions.
• Analyse client financial standing, recommend credit facilities within limits and monitor portfolio credit quality.
• Coordinate with onboarding, credit, operations, technology and treasury teams to deliver seamless client experience.
• Ensure compliance with KYC, AML and internal control standards, responding to queries within 48 hours.

Required profile

• 10‑15 years of banking experience, including 5‑10 years in wealth management, private banking or asset management.
• Strong command of English; additional language preferred.
• Proficiency in MS Office and a CISI qualification.

Required skills

• Private Banking
• Wealth Management
• Asset Management
• CISI qualification
• MS Office