Wealth Relationship Manager - Pruneridge
Core
Build and deepen 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 management, regulatory compliance (KYC/AML), risk assessment, Mandarin (Chinese) fluency, FINRA registration, Insurance Group 1 registration
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), investment strategy knowledge
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire high-value clients, anticipate complex financial needs, provide regular high-touch engagement, organize client events, manage client follow-up, ensure regulatory compliance, partner with branch team
Seniority
Senior, hands-on IC