
High Net Worth Client Relationship Specialist
3 days ago
Affluent business caters to high net worth individuals with customizable wealth management, personal banking, and business lending solutions.
About the Role- The relationship manager will nurture client relationships through continuous engagements and risk profiling.
- The RM will identify potential customers and provide customized solutions.
- Client management and acquisition with a focus on expanding asset under management.
Key Responsibilities:
- Provide financial solutions while maintaining service standards.
- Maintain customer profiles including risk profile, demographics, and assets in the bank.
- Enrich relationships and increase wallet share through engagement activities.
- Cross-sell products and services to deepen existing relationships.
- Identify potential customers for tailored products to enhance product penetration.
- Acquire new customers by converting referral leads.
- Record and track engagement activities through the CRM system.
- Comply with regulations governing the industry.
Benefits of this Role:
- Opportunity to work with high net worth individuals.
- Customizable solutions to meet client needs.
- Professional development opportunities.
- Collaborative team environment.
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