Senior Private Banker / Senior Relationship Manager
The Relationship Manager/Senior Relationship Manager will have 7 to 15 year's experience working as a Private Banker with an International bank. We are looking for a candidate who has developed his/her own book of business for many years working for a private bank. The person should be self-motivated, who can work independently to bring and execute AUM. The person should have a strong investment management background enabling him/her to work on portfolios. Importantly we are looking for an entrepreneurial person with the right attitude towards work.
Job Role:
1. Bring new business to company as per the candidate's business plan.
2. Maintain and update a pipeline of prospects.
3. Work on prospects given by the company to be converted into clients and maintain a proactive follow-up
4. Manage some of existing relationships of the company with a view to upgrade the relationship and improve the revenue
5. Work very actively with the Investment team with a view to engage clients on DPM portfolios.
6. Ensuring that all internal and external policies in regards to KYC/CDD and Money Laundering are adhered to.
7. To be a point of contact and pro-actively support the CEO in building the commercial business
