Head Relationship Manager
3 days ago
Job Title: Senior Relationship Manager - Wealth Management
We are seeking a highly experienced and skilled Senior Relationship Manager to join our Wealth Management team. As a key member of our team, you will be responsible for managing and developing relationships with high net worth individuals and families, identifying and pursuing new business opportunities, and providing exceptional client service.
About the Client:
Our Client is a leading Investment Banking firm that is expanding its Wealth Management capabilities. They are committed to delivering high-quality, personalized service to their clients and are seeking a talented individual to join their team.
Key Responsibilities:
- Develop and maintain relationships with high net worth individuals and families, identifying and pursuing new business opportunities.
- Provide exceptional client service, including financial planning, investment advice, and wealth management.
- Collaborate with internal teams to develop and implement business strategies and initiatives.
- Conduct market research and analysis to stay up-to-date on industry trends and developments.
- Maintain accurate records and reports, including sales data and client information.
Requirements:
- 15-25 years of experience in Investment Advisory or Wealth Management.
- MBA or CA from a reputable institution.
- Strong industry knowledge and product expertise.
- Excellent communication and interpersonal skills.
- Ability to think strategically and prioritize tasks effectively.
Preferred Qualifications:
- Relevant certifications in Investment Advisory or Wealth Management.
- Experience working with high net worth individuals and families.
About Us:
We are a leading Investment Banking firm that is committed to delivering high-quality service to our clients. We are seeking talented individuals who share our values and are passionate about building long-term relationships with our clients.
Why Join Us:
We offer a dynamic and supportive work environment, competitive compensation and benefits, and opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.
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