Relationship Manager

About the role

Manage, deepen, and grow a portfolio of HNW Offshore clients by providing tailored financial advice, market updates, and wealth management solutions. Conduct professional, consultative financial analysis to understand client aspirations and partner with product specialists to offer bespoke investment, insurance, and Treasury solutions.

Key responsibilities

• Manage, deepen, and grow a portfolio of HNW Offshore clients by providing tailored financial advice, market updates, and wealth management solutions
• Conduct professional, consultative financial analysis to understand client aspirations
• Partner with product specialists to offer bespoke investment, insurance, and Treasury solutions
• Achieve and exceed performance KPIs including AUM growth, revenue generation, and new client acquisition through proactive prospecting and referrals
• Strictly adhere to policies, KYC/AML standards, and regulatory requirements to protect the bank and client interests
• Deliver superior client experience by providing high-touch service and regular portfolio reviews

About you

• Minimum 2 years experience as Relationship Manager in a banking/financial institution setting
• Degree holder in Finance, Banking or equivalent
• Strong knowledge in wealth management products (equities, funds, treasury, structured products) and financial market
• Excellent interpersonal, communication and negotiation skills
• Relevant license ( bank will sponsor for 1st exam )

Interested candidates please send your email to [email protected] .

Please note only shortlisted candidates will be notify.

R23115755