Private Banking Relationship Manager

GREENLANE PRIVATE LTD.

Islandwide
5 years premium banking rm experience
2 years private banking rm experience
Bachelor's degree in business or finance
This role is ideal for candidates with Premier Banking experience looking to step into Private Banking

Job Summary

  • This role is ideal for candidates with Premier Banking experience looking to step into Private Banking.
  • You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory.
  • The position requires serving as a trusted advisor to clients to enhance loyalty and the bank's reputation.

Matching Summary

Match Score: 85

This role is ideal for candidates with Premier Banking experience looking to step into Private Banking.

Skills & Requirements

Must-have

  • 5 years Premium banking RM experience
  • 2 years Private banking RM experience
  • Bachelor's degree in Business or Finance
  • High-net-worth client relationship management
  • Investment product advisory skills

Nice-to-have

  • CACS certification preferred
  • CMFAS M9, M9A, M5, HI certifications
  • Proactive and professional approach
  • Excellent interpersonal communication skills
  • Ability to work independently and collaboratively

Key Requirements

  • Minimum 5 years Premium banking RM experience
  • Minimum 2 years Private banking RM experience
  • Bachelor's degree preferably in Business, Banking and Finance
  • Relevant certifications such as CACS or CMFAS

Work Rights

Not specified

Tailored Resume

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