Senior Relationship Manager, South Africa Wealth Management, Bulge Bracket Bank, London

Mandate Status: 
Active
Mandate Code: 
ULL006/9/1
- Bulge bracket bank is looking to add a Senior Relationship Manager for South Africa to their London office
- Opportunity to join an EM dedicated desk managing significant AUM
- Focus of the role is to access a diverse South African client network (additional connectivity outside South Africa would be welcomed), which the candidate could have built outside private banking

Requirements: 

  • Candidates with at least 8+ years of experience in private banking with a South African client base, either on the ground or internationally
  • Candidates must show high level connectivity with UHNWI/HNWI/Family offices in the region and have a demonstrable track record of originating business from such individuals/family groups
  • A comfort level with the concept of originating assets from an existing client base who have not previously been serviced in such a manner is key
  • Proven track record in relationship management, new business development, client acquisition and revenue generation

Responsibilities: 

  • Primary responsibility is origination of U/HNW clients and Net New Assets for the wealth management platform
  • Sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products
  • Generate bespoke investment solutions for and provide advice to clients
  • Effectively collaborate with senior members of the department to fully utilise key relationships and build new client base through a Multi-Asset Strategy based approach to investment management
  • Closely cooperate with compliance division and ensure that all processes and standards are met and accurate
  • Keep up-to-date knowledge of economic/market trends and be able to identify the key change triggers
  • Maintain a strong relationship with clients to ensure service satisfaction and meet on going requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries

Tabs

Apply Now