Private Banking Relationship Manager

Job Summary Manage and grow a portfolio of high-net-worth clients by providing expert investment advisory and exceptional service to enhance client trust and the bank’s brand. Responsibilities Acquire, develop, and maintain relationships with high-net-worth clients to build a strong portfolio Advise clients competently on investment products to deliver best-in-class financial solutions Enhance client trust and loyalty by acting as a reliable and knowledgeable advisor, reinforcing the bank’s brand equity Collaborate effectively within teams and work independently to meet client and organizational goals Execute additional duties assigned by the Head of Department or company leadership as needed Required competencies and certifications Hold recognized certification(s) relevant to the role, including CACS 1 & CACS 2, CMFAS (M9, M9A, M5, HI) Possess a recognized bachelor’s degree or higher, preferably in Business, Banking and Finance, or a related discipline Demonstrate a minimum of 5 years’ experience as a Premium Banking Relationship Manager or at least 2 years as a Private Banking Relationship Manager Preferred competencies and qualifications Ability to work independently and collaboratively within teams to achieve business objectives