Scope of the Role
Wealth Relationship Manager at Leading Bank - You'll be the go-to person for clients, providing advice and guidance on their investments and financial planning. You'll be the one to ensure that their wealth is managed in the most efficient and effective way. With your expertise, you'll be able to help them make the most of their money. So, if you're looking for a role that's both rewarding and challenging, this is the one for you!
Job Description
1. Develop and maintain relationships with high net worth clients 2. Provide tailored advice and solutions to meet clients’ financial needs 3. Identify and develop new business opportunities 4. Monitor and review clients’ portfolios 5. Ensure compliance with all relevant regulations 6. Prepare and present financial plans and strategies 7. Analyze market trends and recommend appropriate investments 8. Develop and implement marketing strategies to attract new clients 9. Provide ongoing support and advice to clients 10. Maintain up-to-date knowledge of financial products and services 11. Liaise with other departments to ensure client satisfaction 12. Monitor and report on performance of investments and portfolios
Ideal Candidates
We are looking for a Wealth Relationship Manager for a leading bank. The ideal candidate should have excellent communication and interpersonal skills, be highly organized and have a good understanding of the financial services industry. The successful candidate should be able to build strong relationships with clients and provide excellent customer service. They should also be able to work independently and be able to handle multiple tasks. The ideal candidate should have a minimum of 2years of experience in a similar role.