Relationship Manager, Elite Banking Acquisition
Core
Acquiring new Affluent, High Networth, and Ultra High Networth clients for Elite Banking accounts and converting leads into funded relationships.
Role type
Elite Banking Acquisition Manager
Builds
New client base for Elite Banking and Wealth Management services
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Elite client acquisition, lead conversion, KYC/onboarding, sales process management, market analysis, KPI tracking, compliance adherence
Preferred skills
Affluent/High Networth client experience, Investment products knowledge (Mutual Funds, Fixed Income, Equities, Insurance), Real Estate sales experience
Technologies
CRM systems, banking onboarding platforms (via careerplan.io/jobs/14-007-D7-352-relationship-manager-elite-banking-acquisition)