Assistant Relationship Manager – Private Banking

ASSISTANT RELATIONSHIP MANAGERS – PRIVATE BANKING

The Assistant Relationship Manager – Private Banking role is a pivotal position designed for seasoned banking professionals dedicated to serving High-Net-Worth Individuals (HNWIs). Based in Colombo or Galle, you will act as a strategic financial partner, managing and expanding a sophisticated client portfolio. This role requires a blend of high-level relationship management and rigorous operational compliance. You will be responsible for driving growth through personalized financial solutions, cross-selling diverse banking products, and maintaining the highest standards of service excellence. This is an opportunity to leverage your expertise in wealth management within a prestigious and results-driven private banking environment.

Key Responsibilities

• Acquire new clients through referrals, networking, and strategic partnerships.

• Manage and expand a portfolio of high-net-worth clients with tailored financial solutions.

• Achieve branch and private banking business targets through proactive engagement.

• Cross-sell and upsell investments, cards, deposits, loans, and insurance.

• Maintain high-quality communication and service to strengthen client relationships.

• Monitor transactions to identify and report unusual patterns per AML policies.

• Assist in branch-level compliance checks and audit readiness.

• Ensure adherence to internal policies, operational guidelines, and regulatory frameworks.

• Organize promotional campaigns and client engagement events to enhance brand presence.

Candidate Criteria

• Full or part qualification in Credit, Retail Banking, or Banking.

• Bachelor’s degree in Business, Finance, Marketing, or a related field preferred.

• Minimum 6–8 years of experience in Banking or Finance.

• Minimum 2–3 years of experience in an Executive or higher position in a similar setting.

• Proven expertise in Private Banking Operations or Wealth Management.

• Track record of growing client portfolios through relationships.

• Outgoing personality with an excellent command of English.

• Proactive, results-oriented mindset with strong attention to detail.

• Proficiency in MS Office applications.

Job Overview