Senior Relationship Manager
3 weeks ago
We are seeking a highly skilled Sr. Wealth Relationship Manager to join our team at Leading Bank.
About the Role:
- Maximize sales performance to achieve revenue targets through liability and wealth management products.
- Act as a dedicated single point of contact for affluent client relationships, providing tailored banking and investment solutions.
- Review individual account relationships to determine client needs and identify potential investment opportunities.
- Offer wealth management solutions across asset classes, including equities, fixed income, and alternate products.
- Leverage product experts to generate investment ideas and ensure proper documentation for smooth transactions.
Key Responsibilities:
- Acquire, retain, and deepen client relationships to maximize sales performance.
- Provide trusted advisor services for 80-100 affluent client relationships.
- Develop and implement customized wealth management strategies.
- Maintain up-to-date knowledge on available products and coordinate with product/investment/ advisory/research groups.
Requirements:
- Strong Customer Relationship Management skills and ability to acquire clients around specific product offerings.
- Excellent verbal and written communication skills to mentor clients effectively.
- Strong knowledge of wealth management products and services.
What We Offer:
- A competitive salary of approximately $120,000 per annum, based on location and experience.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
About Us:
Leading Bank is a leading financial institution committed to delivering exceptional customer service and innovative solutions. We value diversity and inclusion, and strive to create a workplace that is welcoming and inclusive for all employees.
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