Key Responsibilities

• Manage and grow relationships with premium clients to achieve individual and team financial targets.
• Provide personalized banking solutions based on client profiles and financial needs.
• Monitor client accounts to ensure high service standards and prompt issue resolution.
• Prepare regular reports on portfolio performance and client engagement.
• Collaborate with internal teams to enhance customer experience and optimize service delivery.
• Maintain confidentiality and compliance with all regulatory and institutional policies.

Requirements & Qualifications

• Bachelor’s Degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 2–4 years’ experience in investment banking or relationship banking, preferably handling premium or high-net-worth clients.
• Strong knowledge of banking products, ROI and financial advisory.
• Proven ability to meet sales and portfolio growth targets.

Preferred Skills:

• Excellent relationship management and communication skills.
• Strong negotiation and problem-solving abilities.
• High emotional intelligence and client-service orientation.
• Proficiency in Microsoft Office Suite and basic CRM tools.
• Detail-oriented with strong organizational and analytical skills.

What We Offer

• Competitive salary and performance-based incentives.
• Opportunities for professional growth and career advancement.
• Supportive work culture that values innovation and teamwork.
• Access to continuous training and personal development programs.
• A chance to work with a forward-thinking financial institution committed to empowering lives and businesses.