Lead Relationship Manager
Core
Owns the retention and growth of high-potential (Tier IV) high net worth (HNW) and ultra-high net worth (UHNW) client relationships through a defined, structured, consistent sales and service model.
Role type
Senior IC Lead Relationship Manager (Wealth Management)
Builds
Client engagement, complex loan structures, and advice-driven financial solutions
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Personal financial planning, relationship management, portfolio management, fiduciary management, sales, complex loan structuring, credit quality assessment, tax and regulatory advisory, external advisor coordination
Preferred skills
MBA, CFA, CFP, CIMA, CPWA, CAIA, CTFA
Technologies
N/A
Responsibilities
Evaluate, develop, and implement comprehensive client relationship plans; Assess clients' banking and investment needs and identify growth opportunities; Structure and negotiate complex loans within lending limits while maintaining credit quality; Advise clients on financial issues, products, services, tax and regulatory changes, and market conditions; Coordinate partner teams to deliver accurate, timely solutions; Engage and coordinate with clients' external advisors (attorney, CPA, etc.)
Seniority
Senior, hands-on IC