Wealth Relationship Manager SAFE Act
Core
Senior analyst responsible for building deep relationships with affluent and High Net Worth clients to provide holistic financial solutions, including banking, credit, and investment products.
Role type
Senior Individual Contributor Wealth Relationship Manager
Builds
Client portfolios and financial planning solutions
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship building, regulatory compliance (KYC/AML), risk assessment, financial analysis
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), investment strategies
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and deepen relationships to gain wallet share of affluent and High Net Worth segments; Anticipate complex financial needs and offer tailored solutions; Provide high-touch, face-to-face engagement and regular value-added meetings; Organize client events to enhance bonding; Manage client follow-up and ensure adherence to Regulatory and Compliance procedures; Assess risk and drive compliance with laws and regulations.
Seniority
Senior, hands-on IC