Job Description

Vacancies: 3 Primary Skills: MS Office Secondary Skills: MS Office Roles And Responsibilities: Job Overview: As a Relationship Manager - Wealth, you will be responsible for managing and growing a portfolio of high net worth clients by providing exceptional service, investment advice, and financial planning solutions. You will work with a team of specialists to ensure that clients receive a personalized and holistic approach to their wealth management needs.Key Responsibilities: Build and maintain relationships with high net worth clients, understanding their unique financial goals, objectives, and risk tolerance. Provide investment advice and recommendations based on client's financial objectives and preferences, monitoring and managing portfolios on an ongoing basis. Develop customized financial plans and provide ongoing financial planning solutions to clients. Serve as the primary point of contact for clients, ensuring a high level of service, responsiveness, and professionalism. Proactively identify opportunities to deepen relationships with existing clients and develop new business opportunities.Requirements: Experience in wealth management or financial advisory services, with a proven track record of managing high net worth client relationships. Strong knowledge of investment products, financial planning, and wealth management strategies. Excellent communication and interpersonal skills, with the ability to build and maintain relationships with high net worth clients. Strong analytical and problem-solving skills.