Wealth Relationship Manager - SAFE ACT - Elmhurst, NY
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
Financial planning solutions and client portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship building, regulatory compliance (KYC/AML), risk assessment, product knowledge
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), investment strategies
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
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, manage client follow-up, ensure regulatory compliance, assess risk in business decisions
Seniority
Senior, hands-on IC