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Our banking client is looking for an experienced Relationship Manager.
Job Summary
The Relationship Manager (RM) is a trusted advisor responsible for holistically managing the wealth of affluent clients. The RM cultivates and deepens client relationships, understands their financial goals, and develops personalized investment strategies using a range of financial products and services. This role focuses on growing and protecting client wealth for current and future generations, often exploring cross-border investment opportunities. The RM is expected to achieve annual business targets related to new client acquisition, portfolio growth, and client relationship management, while ensuring compliance with all applicable regulations.
Key Responsibilities
Business Development:
Job Summary
The Relationship Manager (RM) is a trusted advisor responsible for holistically managing the wealth of affluent clients. The RM cultivates and deepens client relationships, understands their financial goals, and develops personalized investment strategies using a range of financial products and services. This role focuses on growing and protecting client wealth for current and future generations, often exploring cross-border investment opportunities. The RM is expected to achieve annual business targets related to new client acquisition, portfolio growth, and client relationship management, while ensuring compliance with all applicable regulations.
Key Responsibilities
Business Development:
- Achieve business targets for acquiring, onboarding, and deepening relationships with high-net-worth clients.
- Proactively identify and develop a robust pipeline of prospective clients.
- Schedule and conduct client meetings to understand their needs and financial objectives.
- Actively solicit investable funds from existing and new clients.
- Develop tailored investment proposals that address each client's unique circumstances, risk tolerance, and preferences for income, liquidity, and diversification.
- Present proposals to clients and follow up diligently, providing regular updates to management through call reports.
- Network with clients and centers of influence to generate new business opportunities.
- Collaborate with branch partners to identify referral and cross-selling opportunities.
- Leverage specialist expertise to provide clients with comprehensive financial advice.
- Analyze market trends and client profiles to identify potential business opportunities.
- Proactively monitor client accounts and portfolios, providing timely market updates and investment advice through regular communication (calls and meetings).
- Build strong, long-term relationships with clients based on trust and a deep understanding of their needs and expectations.
- Effectively execute sales and investment strategies.
- Maximize client interactions by identifying opportunities to offer relevant products, services, and solutions.
- Cultivate client relationships through various engagement activities, including attending social and lifestyle events.
- Conduct regular portfolio reviews to ensure continued growth and alignment with client objectives.
- Generate Trust Advisory Referrals where appropriate.
Our banking client is looking for an experienced Relationship Manager.
Job Summary
The Relationship Manager (RM) is a trusted advisor responsible for holistically managing the wealth of affluent clients. The RM cultivates and deepens client relationships, understands their financial goals, and develops personalized investment strategies using a range of financial products and services. This role focuses on growing and protecting client wealth for current and future generations, often exploring cross-border investment opportunities. The RM is expected to achieve annual business targets related to new client acquisition, portfolio growth, and client relationship management, while ensuring compliance with all applicable regulations.
Key Responsibilities
Business Development:
Job Summary
The Relationship Manager (RM) is a trusted advisor responsible for holistically managing the wealth of affluent clients. The RM cultivates and deepens client relationships, understands their financial goals, and develops personalized investment strategies using a range of financial products and services. This role focuses on growing and protecting client wealth for current and future generations, often exploring cross-border investment opportunities. The RM is expected to achieve annual business targets related to new client acquisition, portfolio growth, and client relationship management, while ensuring compliance with all applicable regulations.
Key Responsibilities
Business Development:
- Achieve business targets for acquiring, onboarding, and deepening relationships with high-net-worth clients.
- Proactively identify and develop a robust pipeline of prospective clients.
- Schedule and conduct client meetings to understand their needs and financial objectives.
- Actively solicit investable funds from existing and new clients.
- Develop tailored investment proposals that address each client's unique circumstances, risk tolerance, and preferences for income, liquidity, and diversification.
- Present proposals to clients and follow up diligently, providing regular updates to management through call reports.
- Network with clients and centers of influence to generate new business opportunities.
- Collaborate with branch partners to identify referral and cross-selling opportunities.
- Leverage specialist expertise to provide clients with comprehensive financial advice.
- Analyze market trends and client profiles to identify potential business opportunities.
- Proactively monitor client accounts and portfolios, providing timely market updates and investment advice through regular communication (calls and meetings).
- Build strong, long-term relationships with clients based on trust and a deep understanding of their needs and expectations.
- Effectively execute sales and investment strategies.
- Maximize client interactions by identifying opportunities to offer relevant products, services, and solutions.
- Cultivate client relationships through various engagement activities, including attending social and lifestyle events.
- Conduct regular portfolio reviews to ensure continued growth and alignment with client objectives.
- Generate Trust Advisory Referrals where appropriate.