Responsibilities:

Client Relationship Management:

• Manage and grow a portfolio of high-net-worth clients through personalized financial services.
• Build trusted relationships by offering customized banking, lending, and investment solutions.
• Conduct regular client reviews to understand evolving financial goals and identify new opportunities.
• Ensure high standards of client service, responsiveness, and confidentiality.

Financial Advisory & Planning:

• Provide financial advice on a broad range of products including wealth planning, structured products, credit solutions, and investment portfolios.
• Collaborate with internal teams (investment advisors, credit analysts, legal/compliance, etc.) to develop and implement holistic financial strategies.
• Help clients understand risk profiles and guide them in portfolio structuring and diversification.

Business Development:

• Identify and onboard new high-net-worth clients through referrals, networking, and targeted marketing.
• Maintain a strong external presence and network with potential clients, centers of influence, and professional advisors.
• Achieve assigned revenue and asset growth targets.

Compliance & Risk Management:

• Ensure all banking activities comply with internal policies, regulatory requirements, and anti-money laundering (AML) guidelines.
• Conduct appropriate due diligence and Know Your Customer (KYC) assessments.
• Monitor client accounts for irregularities or signs of financial risk.