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Wealth Relationship Manager
2 weeks ago
Job Title: Wealth Relationship Manager
Location: [City, State/Country]
Job Type: Full-time
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About the Role
We are seeking an experienced and client-focused Wealth Relationship Manager to join our team. In this role, you will be responsible for building, maintaining, and deepening relationships with high-net-worth clients, understanding their financial goals, and providing tailored investment and wealth management solutions.
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Key Responsibilities
• Develop and manage a portfolio of high-net-worth clients, ensuring personalized service and attention.
• Understand clients' financial objectives, risk tolerance, and investment preferences to provide suitable wealth management strategies.
• Offer advisory services across investments, insurance, retirement planning, estate planning, and other financial solutions.
• Maintain strong relationships with clients through regular meetings, portfolio reviews, and market updates.
• Cross-sell bank and investment products to meet clients' evolving needs.
• Stay updated with market trends, investment opportunities, and regulatory requirements.
• Work closely with internal teams (investment advisors, product specialists, research analysts) to deliver comprehensive solutions.
• Ensure compliance with all company policies, regulations, and ethical standards.
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Qualifications & Skills
• Bachelor's degree in Finance, Economics, Business, or related field (MBA or professional certifications like CFP, CFA preferred).
• 3–7 years of experience in wealth management, private banking, or financial advisory.
• Strong knowledge of investment products, financial planning, and capital markets.
• Excellent relationship management, networking, and interpersonal skills.
• Strong sales and business development abilities.
• High level of integrity, professionalism, and client-centric mindset.
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What We Offer
• Competitive salary with performance-based incentives.
• Comprehensive benefits package.
• Continuous learning and professional development opportunities.
• A collaborative and growth-oriented work environment.
