High Net Worth Relationship Manager
8 hours ago
Job Summary:
We are seeking a highly skilled Affluent Wealth Relationship Manager to manage a portfolio of high net worth individuals, providing them with tailored financial solutions and services.
The successful candidate will be responsible for achieving sales targets, building strong relationships with clients, and identifying new business opportunities.
- Main Responsibilities:
- Manage a portfolio of high net worth individuals and provide personalized financial solutions and services
- Achieve sales targets and build strong relationships with clients
- Identify new business opportunities and develop strategies to acquire new clients
- Stay up-to-date with market trends and economic developments
- Provide regular updates on functional and industry knowledge
The ideal candidate will have a strong understanding of the wealth management industry, excellent communication and interpersonal skills, and the ability to manage complex client requirements.
They will also have a minimum of 2 years' experience in current account acquisition, product and process knowledge, trade and forex, and other current account related products.
Benefits:This role offers the opportunity to work closely with other teams, including branch banking, operations, product, treasury, and insurance, to ensure that clients receive comprehensive and seamless service.
The successful candidate will have strong analytical and problem-solving skills, as well as excellent time management and organizational skills.
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