Wealth Relationship Manager | Private Bank
1 month ago
Key Responsibilities:
- Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs.
- Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.
- Provide personalized banking solutions and regular portfolio reviews.
- Ensure a high level of client satisfaction through proactive service and consistent communication.
- Offer advice on investment products, such as mutual funds, bonds, equities, structured products, and alternative investments.
- Provide guidance on wealth management strategies, including tax planning, estate planning, and succession planning.
- Collaborate with internal product specialists (investment, tax, estate, etc.) to deliver holistic solutions.
- Identify and target new prospects for private banking services, focusing on client acquisition and expanding the existing client base.
- Generate new business opportunities through networking, referrals, and leveraging existing client relationships.
- Cross-sell bank products such as loans, deposits, insurance, and credit cards to meet individual client needs.
- Monitor client portfolios and offer advice to optimize investment performance and risk management.
- Regularly review and adjust financial plans in response to changes in client circumstances or market conditions.
- Ensure compliance with the bank’s risk policies, regulatory requirements, and ethical standards.
- Achieve sales targets for banking, investment, and lending products by identifying opportunities for cross-selling.
- Work with the team to meet performance metrics and revenue goals.
- Implement client retention strategies to deepen existing relationships.
- Develop personalized financial plans to meet evolving client needs and ensure long-term loyalty.
- Ensure adherence to internal controls, regulatory requirements, and risk management policies.
- Conduct due diligence on clients and monitor accounts to prevent potential risks, such as money laundering and fraud.
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