Wealth RM _ Bank

Role & responsibilities

As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.

• Client Acquisition and Onboarding:

• Identify potential HNI/UHNI clients and develop strategies for client acquisition.
• Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.

• Wealth Management Advisory:

• Conduct comprehensive financial assessments for HNI/UHNIclients to understand their financial needs and objectives.
• Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning.

• Portfolio Management:

• Design and manage investment portfolios based on clients risk profiles and financial objectives.
• Monitor market trends and economic developments to make informed investment recommendations.

• Relationship Building:

• Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings.
• Address client inquiries, concerns, and requests in a timely and efficient manner.

• Cross-Selling and Upselling:

• Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients.

• Compliance and Risk Management:

• Ensure compliance with regulatory requirements and internal policies.
• Mitigate risks associated with client portfolios and financial transactions.

• Market Research:

• Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice.

• Reporting and Documentation:

• Prepare and maintain accurate records of client interactions, transactions, and portfolio performance.
• Generate regular reports for clients on their investment portfolios