Wealth Relationship Manager
2 days ago
Are you a skilled professional looking for a challenging role in wealth management? We are seeking an experienced Sr Wealth Relationship Manager to join our team at Leading Bank.
About the Role:
We are looking for a seasoned professional with expertise in banking and wealth management to manage client relationships and drive revenue growth. As a Sr Wealth Relationship Manager, you will be responsible for building and maintaining strong relationships with affluent and high net worth individual (HNWI) clients.
Key Responsibilities:
- Client Relationship Management: Act as a dedicated single point of contact for 80-100 client relationships, providing trusted advice on banking and investment products.
- Portfolio Management: Review individual account relationships to determine client needs, identify risk profiles, and offer tailored wealth management solutions.
- Sales and Revenue Generation: Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets through liability and wealth management products.
Requirements:
To succeed in this role, you will need:
- 3-12 years of experience in banking and wealth management.
- Strong Customer Relationship Management skills to build and maintain client relationships.
- Excellent communication skills to mentor clients effectively.
- Knowledge of banking and investment products to provide expert advice.
What We Offer:
We offer a competitive salary package of approximately $120,000 per year, commensurate with experience, plus benefits and opportunities for career growth.
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