Wealth RM

Job Description: As a Wealth Relationship Manager (RM) or Premium RM, your role involves managing the wealth and investments of High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI). You will be responsible for providing personalized financial advice and services to help clients optimize their investment portfolios and achieve their financial goals. Key Responsibilities: - Build and maintain strong relationships with HNI and UHNI clients to understand their financial needs and objectives - Develop customized investment strategies and financial plans based on clients" risk tolerance, investment preferences, and financial goals - Monitor and review clients" investment portfolios regularly to ensure alignment with their financial objectives and market conditions - Provide timely market updates, investment recommendations, and wealth management advice to clients - Collaborate with internal teams such as investment research, product specialists, and compliance to deliver comprehensive wealth management solutions - Proactively identify cross-selling opportunities and promote additional financial products and services to enhance client relationships - Stay updated on market trends, regulatory changes, and industry developments to provide informed advice and recommendations to clients Qualifications Required: - Bachelor's degree in Finance, Business Administration, Economics, or a related field - Professional certifications such as CFA, CFP, or equivalent will be an advantage - Proven experience in wealth management, private banking, or financial advisory services catering to HNI and UHNI clients - Strong understanding of investment products, financial markets, and wealth management strategies - Excellent communication, interpersonal, and relationship management skills - Ability to work independently, prioritize tasks, and meet client expectations in a fast-paced environment (Note: No additional details about the company were provided in the Job Description),