Wealth Relationship Manager - Outer Richmond / Irving (Bilingual, Mandarin/Chinese)
Core
Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions and grow wallet share.
Role type
Senior Wealth Relationship Manager (Private Client)
Builds
Financial planning solutions, investment strategies, and banking/credit products for high-net-worth individuals
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship management, regulatory compliance (KYC/AML), risk assessment, product knowledge
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), investment strategy knowledge
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire high-value clients, anticipate complex financial needs, provide regular high-touch engagement, organize client events, manage client follow-up, ensure regulatory compliance, partner with branch team
Seniority
Senior, hands-on IC