
Strategic Relationship Manager
3 days ago
Empowering Individuals through Strategic Wealth Creation
At our organization, we are dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Our transparent, data-driven, and objective-focused approach enables clients to achieve financial success.
We offer a comprehensive suite of services including wealth creation, risk management, tax planning, and estate planning. Our certified 'Great Place to Work' culture fosters trust, collaboration, and excellence among team members.
Job Description:
- Develop and manage client relationships to enhance and acquire more assets under management (AUM).
- Align AUM with clients' financial strategies to minimize risk, cost, and tax while maximizing desired returns and portfolio volatility.
- Review and service portfolios to deliver exceptional client experiences.
- Onboard new relationships and clients, expanding our network.
- Promote marketing activities to increase the number of managed clients.
- Continuously develop skills and knowledge to better serve clients.
- Maintain the highest level of ethics in providing services and analysis.
- Closely collaborate with product teams to deliver specialized advice.
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