Wealth Management Relationship Manager
Core
Acquiring, advising, and deepening relationships with high net worth individuals and families to deliver tailored wealth management solutions.
Role type
Wealth Management Relationship Manager
Builds
Holistic wealth strategies and tailored financial solutions for high net worth clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
client relationship management, business development, financial planning, portfolio monitoring, regulatory compliance, risk management, product recommendation, cross-functional coordination
Preferred skills
postgraduate qualifications, professional certifications, experience in priority banking or investment advisory
Technologies
none stated
Responsibilities
Build and manage a portfolio of high net worth clients, originate new business through referrals and prospecting, develop and present holistic wealth strategies, recommend suitable products and services, monitor portfolios and client circumstances, coordinate execution across internal teams, maintain accurate client records and complete compliance requirements, manage business risks
Seniority
Mid-Senior, hands-on IC