Senior Relationship Manager (Wealth)

About the Role

This is a critical, client-facing role responsible for acquiring, managing, and deepening relationships with high-net-worth (HNW) and affluent clients. The core objective is to deliver sophisticated, holistic wealth advisory services, with a strong focus on selling specialized investment products, while adhering to all regulatory and compliance standards.

What you will do:

• Single touch point to serve the high net-worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
• Ensure achievement of targets assigned.
• Work with the Branch Manager to ensure sales activities are in line with business direction.
• Grow the AUM, fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group.
• Source for new business/customers.
• Build rapport/enhance relationship w...