Executive Director, Relationship Manager

The Executive Director, Relationship Manager will be responsible for managing a portfolio of high-net-worth clients, providing tailored investment strategies, and enhancing client satisfaction through exceptional service.

Requirements

• Minimum Degree in Business or Finance from an accredited university
• Minimum 8 years’ experience in wealth management, private banking with a focus on high-net-worth clients.
• Experienced in providing personalized investment advice, financial planning services, including asset allocation, risk management, and estate planning for High-Net-Worth or Ultra-High-Net-Worth clients
• Strong understanding of financial markets, asset classes, products and services
• Proven track record of achieving sales targets and managing client relationships effectively
• Strong ability to acquire new clients through referrals, own network and the active prospecting of high net worth and ultra-high net worth individuals.
• Excellent client relationship management skills, communication and influencing skills with both internal and external stakeholders
• High level of professional and personal integrity, ensuring all work activities meet the high compliance standards of the Bank and are performed in line with internal and external guidelines and regulatory policies
• Drive to succeed and ability to work independently and as a team

Benefits

• Competitive salary
• Benefits package
• Opportunities for career growth and development