Scope of the Role
As a Relationship Manager for Wealth Management, I will be the go-to person for our SuperHNI clients. I will be responsible for building and maintaining relationships with them, understanding their needs and providing them with the best solutions. I will be their trusted advisor, helping them to make informed decisions and achieve their financial goals. I'm excited to be part of this journey and look forward to helping our clients reach their dreams.
Job Description
- Develop and maintain relationships with SuperHNI clients to ensure their satisfaction and loyalty.
- Provide comprehensive wealth management advice to SuperHNI clients.
- Monitor and review clients’ portfolios to ensure they are meeting their financial goals.
- Identify and recommend suitable investment opportunities to SuperHNI clients.
- Develop and implement strategies to maximize returns on investments.
- Monitor market trends and provide timely advice to SuperHNI clients.
- Ensure compliance with all regulatory and legal requirements.
- Provide timely and accurate reporting to SuperHNI clients.
- Liaise with other departments to ensure smooth operations.
- Keep abreast of industry developments and best practices.
- Attend client meetings and events to build relationships.
- Provide excellent customer service to SuperHNI clients.
Ideal Candidates
We are looking for an ideal candidate who is passionate about building relationships with our SuperHNI clients. The ideal candidate should have excellent communication and interpersonal skills, be highly organized and have a light-hearted attitude. They should be able to think on their feet and be able to handle difficult conversations with ease. They should also have a good understanding of wealth management and be able to provide sound advice to our clients.