Wealth Relationship Manager
2 weeks ago
Job Role:
Serve as a dedicated single point of contact for 200 HNWI clients
• Portfolio management
- Review individual account relationships to determine the banking and investment needs of clients
- Identify the risk profile of the customer
- Identify potential investment products for clients
- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services
II. Product Advice
- Leverage product experts to generate product specific investment ideas for clients
III. Processes
- Ensure proper documentation for smooth transaction execution and customer service
- Ensure advisory processes are consistent with defined compliance norms
IV. Knowledge
- Build knowledge on available products – Coordinate with IAG/Product/research group
V. Client Acquisition
- Create and maintain specific business and marketing plan for existing/new customers
- Leverage networks, partnership, and sources of leads and referrals to access prospective clients
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Apply Now: Relationship Manager
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