Relationship Manager

Responsibilities

• Acquire and manage private HNW / UHNW Clients
• Establish, develop and maintain positive Client relationships
• Provide investment advice and construct Client investment portfolios
• Develop deep understanding of Clients' financial goals, risk tolerance and life circumstances

Requirements

• Established and transferrable book of Clients
• Bachelor’s degree in Finance, Business Administration, Economics or a related field
• 5 years of experience in relationship management, private banking, or wealth advisory
• Strong understanding of investment products, financial planning, and capital markets
• Excellent communication, interpersonal, and problem-solving skills
• Ability to manage multiple client relationships and deliver a high-touch service experience

Preferred Qualifications

• Relevant certifications (e.g., CFP, CFA, CWM, or equivalent)

Benefits

• Private Health Insurance
• Paid Time Off (Vacation, Sick & Public Holidays)
• Training & Development
• Performance bonus