▷ [Urgent Search] Wealth RM _ Bank

Job Description 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