Relationship Manager - Private Wealth
Core
Managing high-net-worth client relationships, growing direct revenue, and expanding business within a portfolio of sophisticated financial clients.
Role type
Senior IC relationship manager (private wealth)
Builds
Tailored investment and wealth advisory solutions for high-net-worth individuals
Domain
Private banking and wealth management
Deliverable
client delivery
Required skills
high-net-worth client relationship management, portfolio management, wealth management, financial planning, investment strategy, financial analysis, business development, compliance risk management
Preferred skills
MBA, CFA, CPA, CFP
Technologies
N/A
Responsibilities
Oversee a portfolio of high-net-worth clients to ensure strong retention and continued business growth; Acquire new clients with complex financial needs through strategic business development; Achieve revenue goals and monitor overall profit performance; Foster a high-touch service culture by delivering tailored client solutions; Participate in client events to deepen relationships and support new business development; Partner across internal teams to provide a seamless client experience
Seniority
Senior, hands-on IC