Wealth Management Relationship Manager

The Relationship Manager is responsible for acquiring, advising, and deepening relationships with high net worth individuals and families. The role delivers tailored wealth management solutions across investments, credit, liquidity, protection, succession, and estate-planning needs, while maintaining the highest standards of client service, ethics, suitability, and regulatory compliance.

1. Build and manage a portfolio of high net worth clients, developing trusted, long-term relationships with clients and their families.
2. Originate new business through referrals, professional networks, strategic partnerships, and disciplined prospecting.
3. Understand each client’s financial objectives, risk tolerance, liquidity requirements, family circumstances, and intergenerational priorities.
4. Develop and present holistic wealth strategies in partnership with investment, credit, insurance, fiduciary, and wealth-planning specialists.
5. Recommend suitable products and services, clearly communicating features, risks, fees, and potential outcomes.
6. Monitor portfolios and client circumstances, conduct regular reviews, and identify appropriate rebalancing or planning opportunities.
7. Coordinate seamless execution and service across internal teams, ensuring timely resolution of client requests and issues.
8. Maintain accurate client records and complete onboarding, know-your-customer, anti-money-laundering, sanctions, suitability, and periodic review requirements.
9. Manage business risks, escalate concerns promptly, and comply with all applicable laws, regulations, internal policies, and professional standards.
10. Contribute to team revenue, asset growth, client retention, and service-quality objectives while fostering a collaborative culture.

1. Bachelor’s degree in finance, economics, business, accounting, or a related discipline; relevant postgraduate or professional qualifications are advantageous.
2. Typically 5–10 years of experience in private banking, wealth management, priority banking, investment advisory, or a related client-facing financial-services role.
3. Demonstrated success in acquiring and managing high net worth client relationships and growing assets under management.
4. Sound knowledge of investments, portfolio construction, lending, insurance, wealth planning, and financial markets.
5. Strong understanding of client suitability, know-your-customer, anti-money-laundering, conduct, and data-privacy obligations.
6. Relevant regulatory licences, certifications, and fit-and-proper requirements for the jurisdiction must be obtained and maintained.

1. Client-centric judgement and discretion
2. Commercial acumen and disciplined business development
3. Consultative selling and needs-based advisory
4. Clear communication, negotiation, and stakeholder management
5. Analytical thinking and attention to detail
6. Integrity, accountability, and strong risk awareness
7. Ability to collaborate across product and control functions
8. Resilience, adaptability, and effective prioritisation

1. Net new assets and revenue growth
2. New client acquisition and quality of pipeline
3. Client retention, engagement, and satisfaction
4. Share of wallet and appropriate cross-solution penetration
5. Portfolio review discipline and service responsiveness
6. Quality of documentation, control adherence, and audit outcomes
7. Collaboration and contribution to team objectives