Relationship Manager – Wealth Management
Role Overview
An established international financial institution is seeking an experienced Relationship Manager to support growth of its private banking and wealth management business.
The opportunity suits a commercially driven professional with an entrepreneurial mindset, an established independent wealth management network and a record of originating business.
Key Skills for This Role
Full Job Posting
Opportunity
An established international financial institution is seeking an experienced Relationship Manager to support growth of its private banking and wealth management business.
The opportunity suits a commercially driven professional with an entrepreneurial mindset, an established independent wealth management network and a record of originating business.
Key responsibilities
- Develop and maintain relationships with independent wealth management firms, financial intermediaries and investment advisory businesses.
- Originate new business, grow client relationships and assets under custody, and manage a pipeline of institutional and intermediary prospects.
- Coordinate with investment and banking teams to deliver tailored wealth management solutions.
- Promote investment, custody and banking services and contribute to revenue growth and business expansion.
Candidate requirements
- Experience in private banking, wealth management or financial intermediaries coverage.
- Established relationships with independent wealth managers and investment advisory firms.
- Proven business development, relationship management and asset-gathering track record.
- Strong understanding of investment products, custody and private banking services.
- Entrepreneurial, commercially minded, relationship-driven, with excellent communication and interpersonal skills.
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