About the role
FinEx AI summary
Leads a private banking client relationship team, managing Relationship Managers in serving and growing high-net-worth client portfolios through client acquisition and cross-selling. Requires a degree, five-plus years in financial services, and knowledge of investment, insurance, banking operations, risk, KYC and portfolio management.
Core skills
Private banking client relationship managementHNW client acquisition and market share growthCross-sellingInvestment and insurance productsBanking operations and risk managementKYC and regulatory compliance