Elite Relationship Manager

About the role

The Elite Relationship Manager will serve high‑net‑worth (HNW) clients across the region, delivering the full suite of financial services and acting as a trusted advisor. This role focuses on both acquiring new client relationships and deepening existing ones to maximize revenue and client satisfaction.

Key responsibilities

• Service new and existing HNW clients by providing comprehensive financial products and services.
• Achieve sales targets while maintaining best‑practice service standards.
• Develop and execute a business plan to acquire new clients and expand existing relationships.
• Identify and acquire new HNW clients.
• Increase share of wallet and cross‑sell ratios within existing client portfolios.
• Set sales and revenue targets for both new and existing client relationships.

Required profile

• Bachelor’s degree from a recognized university.
• Minimum 6 years of experience in relationship management and sales of financial or investment products within a leading international or regional private bank.
• Proven track record of building client relationships and closing business.

Required skills