The role involves managing and growing a portfolio of High Net Worth and Ultra High Net Worth relationships through personal referrals and internal networks
Job Summary
The role involves managing and growing a portfolio of High Net Worth and Ultra High Net Worth relationships through personal referrals and internal networks.
Candidates are expected to provide specialist advice on banking, lending, and foreign exchange while ensuring strict regulatory compliance and KYC standards.
The position requires conducting quarterly client meetings, annual credit reviews, and acting as the key contact point for all client transaction queries.
Matching Summary
The role involves managing and growing a portfolio of High Net Worth and Ultra High Net Worth relationships through personal referrals and internal networks.