Senior Relationship Manager

We are looking for a highly experienced Senior Relationship Manager to join our client’s team and provide strategic financial advice and solutions to meet their complex needs of some of its most important clients.

Responsibilities:

• Developing and maintaining relationships with high net worth and ultra-high net worth individuals
• Assessing and understanding client needs to develop and present strategic financial advice and solutions.
• Providing excellent customer service in managing client portfolios and transactions,
• Building and maintaining relationships with other professionals, such as accountants and lawyers.
• Mentoring and coaching junior Relationship Managers

Requirements:

• A minimum bachelor’s degree in business, finance, or a related field
• 5+ years’ experience in corporate or private banking, with at least 3 years in a senior role
• A strong understanding of financial markets and products, including complex financial instruments.
• Excellent communication and interpersonal skills.
• The ability to build and maintain relationships with high-level clients.
• The ability to work independently and as part of a team, exhibiting strong leadership and mentorship skills.