Senior Relationship Manager
Core
Grow direct revenue and retain high-net-worth client relationships by aligning with their sophisticated financial needs and investment objectives.
Role type
Senior Relationship Manager (Wealth Management)
Builds
Client portfolios and business growth within the high-net-worth segment
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, wealth advisory, financial analysis, relationship management, business development, strategic negotiation, compliance risk control
Preferred skills
MBA, CFA, CPA, CFP, or JD
Technologies
N/A
Responsibilities
Manage client portfolios to ensure retention and growth; Acquire new high-net-worth clients through targeted business development; Achieve revenue goals and monitor profit performance; Provide expert advice on complex financial relationships; Participate in client-focused events; Build internal partnerships for seamless service; Implement operational and compliance risk controls
Seniority
Senior, hands-on IC