Wealth Relationship Manager - South San Francisco/Daly City
Core
Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions and grow wallet share.
Role type
Senior IC Wealth Relationship Manager
Builds
Financial planning solutions, investment products, and banking services for affluent clients
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
client profiling, financial planning, relationship building, regulatory compliance, risk assessment, product knowledge
Preferred skills
financial planning software (Money Guide Pro, NaviPlan Select), investment strategies
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire high-value clients, anticipate complex financial needs, provide regular face-to-face engagement, manage client follow-up, ensure KYC/AML compliance, partner with branch team, assess risk in business decisions
Seniority
Senior, hands-on IC