Responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network
Providing advice and investment solutions according to relevant legal and compliance requirements and sales efficiency standards and client profiling needs
Be the brand ambassador for the bank to the clients
Ensure and abide by the relevant KYC, Due Diligence, AML and Cross border activities and compliance to policies, procedures and regulatory requirements
Follow and adhere to the bank’s code of ethics and the Cross Border regulations
Assist in other ad-hoc projects and client related matters
Deputizing other RMs on ad-hoc basis (if necessary)

Minimum 8 years’ professional experience successfully advising High Net Worth Clients
Proven track record in acquisition success and extensive product and investment knowledge
Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills
Strong knowledge of the Wealth Management industry with deep understanding around the Compliance and Regulatory framework
Fluency in English and relevant local language skills subject to the respective country teams
Strong client acquisition, retention and business development skills
CACS Paper 1 and 2
Certified ECF qualification is preferred

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services.

Managing Director – Relationship Management, Wealth Management

Key skills