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Private Banking Relationship Manager - Wealth Management

Dimensions HRD Consultantsβ€’Surat, Ahmedabad, Vadodara/Baroda, Gujarat
Full-time
πŸ‘οΈ 0 viewsβ€’πŸ“ 0 applicationsβ€’Posted 11/3/2026β€’Expires 12/4/2026
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Job Description

Role Overview: Managing, acquiring, and deepening relationships with high-net-worth individuals (HNIs) and private banking clients. Key Job Responsibilities: - Client Acquisition & Deepening: Acquire new HNI clients and expand the share of wallet and revenues from existing wealth portfolios. - Bespoke Advisory: Provide tailored financial, investment, banking, and legacy planning solutions. - Single Point of Contact: Act as the primary face of the bank for high-net-worth clients, coordinating with dedicated service teams and specialists (such as investment, insurance, and trade specialists). - Sales & Targets: Drive the sale of full-stack banking products, cross-sell wealth services, and meet revenue and asset-growth targets.

Required Skills

Wealth Management

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