Relationship Manager

Responsibilities

• Build and maintain long-term relationships with High Net Worth clients, acting as their primary point of contact
• Understand client objectives and develop tailored financial strategies spanning life insurance, estate planning, and wealth preservation
• Introduce and coordinate high-value product solutions across insurance, investment, and retirement planning portfolios
• Partner with internal specialists to ensure the timely and compliant delivery of advice
• Monitor market trends, regulatory changes, and client portfolios to identify new opportunities and potential risks
• Ensure exceptional client servicing standards while upholding the highest levels of confidentiality and ethics
• Proactively identify and convert new business opportunities through referrals, networking, and relationship-building

Requirements

• Proven experience in relationship management within private banking, wealth management, or life insurance
• Strong understanding of financial planning principles, insurance products, and investment strategies
• Ability to build relationships with HNW/UHNW individuals
• Excellent interpersonal and communication skills with a client-first mindset
• Relevant certifications (e.g., CISI, CII, CFP, or equivalent) are a strong advantage
• Discreet, detail-oriented, and able to handle sensitive financial matters with professionalism