Lead Relationship Manager
Core
Owns the retention and growth of high-potential Tier IV high net worth and ultra-high net worth client relationships through a defined sales and service model.
Role type
Senior IC relationship manager (wealth management)
Builds
Client engagement and financial solutions for HNW/UHNW individuals and families
Domain
Wealth management / Private banking
Deliverable
client delivery
Required skills
Personal financial planning, relationship management, portfolio management, fiduciary duties, complex loan structuring, sales, regulatory compliance
Preferred skills
MBA, CFA, CFP, CIMA, CPWA, CAIA, CTFA
Technologies
N/A
Responsibilities
Evaluate and implement comprehensive client relationship plans; Assess banking and investment needs to identify growth opportunities; Structure and negotiate complex loans; Advise clients on financial issues, products, tax, and market conditions; Coordinate partner teams and external advisors; Provide feedback on team contributions
Seniority
Senior, hands-on IC