Principal Relationship Manager

About the role

As a Relationship Manager, you will build trusted relationships with Priority Banking and Priority Private Banking clients, helping them achieve their wealth goals through tailored investment and portfolio solutions. Supported by specialists in investment, insurance, products, and treasury, you’ll deliver comprehensive strategies that drive long-term growth and stability.

What you'll do

• Support our clients in achieving their financial goals as they progress through their career and life-stages
• Build long-term relationships by understanding clients’ financial needs and aspirations and delivering tailored wealth and investment solutions
• Share timely market insights and investment updates from the Chief Investment Office (CIO) to help clients make informed decisions
• Leverage digital tools such as myWealth to create customised portfolios and monitor performance based on CIO guidance
• Deliver exceptional client experiences through proactive engagement and personalised service

What you need

• 2–5 yrs of experience
• Treasury
• Insurance
• Sales
• Any graduate