ULTIMA Lifestyle Relationship Manager (Officer)
Core
Manage relationships with high-net-worth clients, review asset allocation, and sell fee-based financial products and services.
Role type
Mid-level Consumer Wealth Relationship Manager
Builds
Client relationships and fee-based product portfolios
Domain
Consumer Wealth Management / Financial Services
Deliverable
product features
Required skills
Client account management, Needs analysis, Financial planning, KYC/AML compliance, Risk assessment, Product penetration analysis, Event organization, Lead conversion
Preferred skills
Data analysis tools, Analytical thinking, Diplomacy
Technologies
Data analysis tools
Responsibilities
Review customer needs and asset allocation, Advise customers to mobilize additional funds and sell fee-based products, Ensure coverage of relationships through risk profiling and financial planning, Organize customer events, Acquire new customers through referral leads, Ensure adherence to KYC/AML and compliance norms
Seniority
Mid-level, independent problem solver