Executive Relationship Manager
2 days ago
Unlock new opportunities with a career that offers growth and development. Whether you aspire to lead or make a significant impact, this role provides the platform to achieve your goals.
Wealth management is a dynamic field that requires skilled professionals who can serve clients across the spectrum of private wealth. This includes individuals and families, business owners, investors, and ultra-high-net-worth individuals.
Key Responsibilities- Grow and nurture high net worth relationships, achieving business targets as set by the organization.
- Facilitate customer engagement, anticipate needs, and provide required banking and financial advisory services.
- Identify opportunities for wealth reviews and deliver tailored solutions as an adviser.
- Ensure exceptional customer service is provided in line with industry standards.
The jobholder must uphold the highest standards of integrity and adhere to regulatory requirements.
Principal Objectives- Maximize profit and growth of client portfolios.
- Develop and maintain strong relationships with clients to drive sustainable business outcomes.
- Bachelor's degree with relevant experience.
- Minimum of 5-8 years of relationship management work experience with high net worth clients.
- Evidence of strong sales results in insurance and investment products.
- Understand the regional market strategy and plan activities accordingly.
- Be ambitious about delivering exceptional results to stakeholders.
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