Premier Relationship Manager
Core
Trusted adviser to new and existing Premier clients, providing comprehensive financial advice and supporting their entire life journey.
Role type
Senior IC relationship manager (financial services)
Builds
Client relationships, revenue, and share of wallet for high-net-worth individuals
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
client acquisition, prospecting, networking, sales strategy, cross-selling, client service, compliance adherence, financial planning, wealth management, client-needs assessment
Preferred skills
Mandarin or Cantonese proficiency
Technologies
FINRA Series 6, 63, Life and Health Insurance licenses, Series 7
Responsibilities
Develop and execute strategies to drive client acquisition, outreach, and retention; Collaborate with Regional/Branch Managers to implement strategic marketing plans; Proactively identify and convert sales opportunities; Connect with product specialists for advanced technical input; Promote products and services to potential clients; Support branch improvement initiatives and ensure compliance with audit requirements.
Seniority
Senior, hands-on IC