Hiring For Senior Wealth Relationship Manager - B2C

Roles and Responsibilities :

• Manage a portfolio of high net worth clients, providing personalized wealth management solutions to meet their financial goals.
• Identify new business opportunities through networking, referrals, and market research to drive growth in client acquisition.
• Develop and maintain strong relationships with existing clients to increase retention rates and cross-sell additional products or services.
• Collaborate with internal teams such as investment specialists, product managers, and operations staff to deliver exceptional service.

Job Requirements :

• 3-20 years of experience in private banking, wealth management, or related field.
• Proven track record of success in client acquisition and retention in the financial services industry.
• Strong understanding of investment products, including mutual funds, equities, fixed income securities, etc.