Found Description
The Wealth Relationship Officer is responsible for managing and growing relationships with high-net-worth clients by delivering exceptional banking and wealth management services. The role involves acquiring new clients through networking and referrals, strengthening existing relationships through financial needs assessments, and providing customized financial solutions. The officer collaborates with various bank units to offer integrated wealth management, investment, trust, and financial planning services while identifying opportunities to cross-sell products and increase client portfolio growth through a proactive and client-focused approach.
Educational Background
Bachelor’s degree/College graduate
Work Experience
- Banking
- Relationship Management
- Sales and Marketing
- Has 3-4 years working experience
Knowledge, Skills and Personal Attributes
- Computer literate