The Relationship Manager is responsible for managing an affluent customer's wealth holistically to grow and protect assets for future generations
Job Summary
The Relationship Manager is responsible for managing an affluent customer's wealth holistically to grow and protect assets for future generations.
Candidates must achieve annual business targets on acquiring new high net worth customers and deepening relationships with existing accounts.
The role requires CACS certification and the ability to customize investment strategies addressing unique client preferences for income, liquidity, and risk.
Matching Summary
Match Score: 85
The Relationship Manager is responsible for managing an affluent customer's wealth holistically to grow and protect assets for future generations.
Skills & Requirements
Must-have
Manage affluent customer wealth holistically
Achieve annual business development targets
Generate new high net worth customers
Tailor personalized investment strategies
Pursue cross-border investment opportunities
Nice-to-have
Build relationships through social events
Network to create new business contacts
Deliver excellent customer service
Proactively monitor market trends
Collaborate with branch partners
Key Requirements
CACS Certified
CACS I and II certification
Experience in private banking or relationship management