Relationship Manager - Wealth Management

Role Summary:

Relationship Managers (RMs) oversee affluent client portfolios, drive client acquisition, and deliver high-quality advice in collaboration with dedicated Advisors.

Key Responsibilities:

- Client Relationship Management

- Oversee client portfolios and conduct regular review discussions.

Business Development:

- Generate new clients through referrals and proactive networking.

Advisory Delivery:

- Partner with Advisors to provide guidance and ensure all recommendations are properly documented.

CRM & Digital Tool Utilization:

- Maintain an active sales pipeline in the CRM system and leverage the AI RM-CoPilot for daily activities.

Ideal Candidate Profile:

- 3 to 5 years of experience working with affluent clients

- Strong track record in client acquisition

- Excellent communication and relationship-building skills