B2C Wealth Relationship Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop and implement investment strategies tailored to each client's financial goals and risk tolerance.
• Monitor portfolio performance, making adjustments as needed to optimize returns while minimizing risk.

Job Requirements :

• 3-20 years of experience in private banking or wealth management.
• Strong sales skills with ability to build strong relationships with HNIs.
• In-depth knowledge of various investment products such as stocks, bonds, mutual funds, etc.