Relationship Manager CASA

Delhi - India

Monthly Salary: Not Disclosed

Posted on: 3 days ago

Vacancies: 1 Vacancy

Job Summary

Minimum 2 Years of experience in CASA Sales

Below is a professional generic job description you can use for a Relationship Manager Royal / VIP / High-Profile Clients role. If you meant a specific organization (e.g. a Royal Bank Royal Family Office or a company named Royal) I can tailor it precisely.

Job Title: Relationship Manager Royal / High-Profile Clients Job Summary

The Relationship Manager Royal is responsible for managing and growing relationships with royal families dignitaries ultra-high-net-worth individuals (UHNWIs) and other high-profile clients. The role focuses on delivering exceptional discreet and personalized service while safeguarding confidentiality trust and long-term client satisfaction.

Key Responsibilities

Serve as the primary point of contact for royal and high-profile clients
Build maintain and strengthen long-term relationships based on trust and discretion
Understand clients personal financial and lifestyle needs to deliver tailored solutions
Coordinate with internal teams (wealth management legal operations concierge compliance) to ensure seamless service delivery
Manage portfolios accounts or services in line with client objectives and institutional policies
Identify opportunities for cross-selling or enhancing services while respecting client sensitivities
Handle complex or sensitive client requests with professionalism and confidentiality
Ensure full compliance with regulatory legal and ethical standards
Prepare reports relationship reviews and strategic plans for senior management
Represent the organization at high-level meetings events or official engagements when required

Required Qualifications & Skills

Bachelors degree in Business Finance Economics or a related field (Masters preferred)
5 10 years of experience in relationship management private banking wealth management or VIP client services
Proven experience working with UHNW or high-profile clients
Exceptional communication interpersonal and negotiation skills
Strong cultural awareness and ability to operate in formal protocol-driven environments
High level of discretion integrity and emotional intelligence
Ability to manage complex client expectations under pressure
Strong analytical and problem-solving skills

Preferred Attributes

Experience dealing with royal households government dignitaries or family offices
Multilingual abilities
Knowledge of international banking investments or luxury services
Familiarity with protocol etiquette and confidentiality standards

Working Conditions

May require flexible working hours and availability outside standard business times
Occasional domestic or international travel
High level of responsibility and confidentiality

Minimum 2 Years of experience in CASA Sales Below is a professional generic job description you can use for a Relationship Manager Royal / VIP / High-Profile Clients role. If you meant a specific organization (e.g. a Royal Bank Royal Family Office or a company named Royal) I can tailor it preci...