Private Banking Relationship Manager - PERSOL

Responsibilities: Develop and nurture relationships with High-Net-Worth (HNW) clients. Identify clients' financial objectives and propose tailored investment, insurance, lending, and wealth planning strategies. Drive growth in Assets Under Management (AUM), revenue, and client acquisition. Conduct regular portfolio assessments and provide market insights. Collaborate effectively with investment advisors, product specialists, and compliance teams. Ensure adherence to regulatory requirements and …