We are looking for an experienced Wealth Relationship Manager to manage and grow relationships with high-net-worth individuals (HNIs). The role involves understanding client's financial goals, providing tailored wealth management solutions, and ensuring long-term client satisfaction while driving business growth. Key Responsibilities: Manage a portfolio of high-net-worth and ultra-high-net-worth clients Build and maintain strong, long-term client relationships Understand client's financial objectives and risk profiles Offer personalized wealth management solutions including investments, insurance, and financial planning Acquire new clients through referrals and networking Monitor portfolio performance and provide regular reviews to client's Ensure compliance with regulatory and internal policies Coordinate with internal product, investment, and operations teams Stay updated on market trends and investment products
We are seeking a Relationship Manager to build, maintain,and grow strong relationships with our clients.The ideal candidate will act as a trusted point of contact,ensuring client satisfaction,identifying opportunities for longterm business success.