Wealth Relationship Manager - Los Angeles (Main Branch)
Core
Identify, build, and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions and grow wallet share.
Role type
Senior Individual Contributor Wealth Relationship Manager
Builds
Client relationships and financial portfolios
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship management, regulatory compliance (KYC/AML), risk assessment, product knowledge, referral management
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), investment strategies
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire new high-value clients through referrals and direct sourcing; conduct face-to-face meetings to understand client banking, credit, and investment needs; offer tailored financial solutions; organize client events; manage client follow-up; ensure adherence to regulatory and compliance norms; partner with branch team to enhance in-branch experience.
Seniority
Senior, hands-on IC