Senior Relationship Manager - Wealth Management

Capital Bank of Jordan • Full-time • عمان, JO • 11h ago

Main Responsibilities

Manage and grow a portfolio of HNW clients and offer tailored investment and wealth planning solutions.
Conduct in-depth client assessments to identify financial objectives, risk tolerance, and investment preferences.
Recommend investment products offered by the bank (local bonds, mutual funds, international markets, private placements, real estate funds, etc.) in line with regulatory frameworks.
Monitor clients’ portfolios and recommend adjustments as needed to align with market changes and client objectives.
Coordinate with internal stakeholders (investment specialists, product teams, compliance, etc.) to deliver a holistic client experience.
Ensure strict adherence to internal policies and regulatory requirements.
Actively contribute to business development efforts by identifying new client opportunities.
Oversee risk profiling, onboarding and due diligence in line with CBJ regulations.

Background

Bachelor’s degree
(4+) years of relevant experience

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