Wealth Relationship Manager SAFE Act - Chinatown - Chicago (Multilingual Skills Required)
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 mortgage services for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship management, regulatory compliance (SAFE Act, KYC/AML), risk assessment, product knowledge
Preferred skills
NaviPlan Select, investment strategies, mortgage loan origination
Technologies
NaviPlan Select, Microsoft Office (Excel, Outlook, Word)
Responsibilities
Identify and acquire new high-value clients, anticipate complex financial needs, provide regular high-touch engagement, organize client events, refer opportunities to segment partners, ensure regulatory compliance, assess risk in business decisions
Seniority
Senior, hands-on IC