About the role

Senior Wealth Relationship Manager - HNI (Retail Branch Banking)

Job Summary:

As a Senior Wealth Relationship Manager, you will play a pivotal role in enhancing our High Net Worth Individuals (HNI) client portfolio. You will leverage your expertise in wealth management to create tailored financial solutions, fostering long-term relationships that drive client satisfaction and organizational growth.

Key Responsibilities:

Build and sustain relationships with HNI clients by understanding their financial needs and objectives.
Develop customized investment plans and wealth management strategies that align with clients' goals.
Conduct regular portfolio reviews and assessments to ensure optimal performance and client satisfaction.
Collaborate with internal teams to provide comprehensive financial services that address a spectrum of client requirements.
Stay informed about market trends and investment opportunities to advise clients effectively.
Network actively to acquire new HNI clients and expand the firm’s client base.
Ensure compliance with regulatory standards and internal policies in all client interactions and transactions.

Requirements:

Bachelor’s degree in Finance, Business, or related field; Master’s degree or professional certification (CFA, CFP) is a plus.
Minimum of 4-10 years of experience in wealth management, financial advisory, or retail banking focusing on HNI clients.
Proven track record in managing client relationships and achieving sales targets.
Strong understanding of investment products, financial markets, and risk assessment.
Excellent communication, negotiation, and interpersonal skills to engage with diverse clients.
Ability to analyze financial data and market conditions to make informed recommendations.
Demonstrated commitment to ethical standards and client confidentiality.

Preferred Qualifications:

Experience with estate planning and tax optimization strategies for high-net-worth clients.
Familiarity with the latest financial technology tools and platforms.
Multilingual abilities to cater to a broader client base.
Prior experience in leading a team or mentoring junior staff members.
Strong network within the financial industry for business development purposes.

Benefits:

Competitive salary with performance-based incentives and bonuses.
Comprehensive health, dental, and vision insurance coverage.
Retirement savings plan with company match and financial planning resources.
Professional development opportunities and support for continuous learning.
Flexible working hours and work-from-home options.
Generous paid time off policy, including vacation and sick days.
Access to exclusive events and networking opportunities within the financial sector.

Signature RM/Insignia RM