Relationship Manager - Wealth Management Firm

This profile is with a leading wealth management firm.

- The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients and acquire new Wealth Management prospects

- Identify customer needs and provide them with the right financial planning assistance and asset allocation with the help of Investment Advisory services

- Build and deepen relationships with existing HNI Customers to achieve an increase in share of wallet

- Acquire New Clients for the firm and also develop new territories.

- Be able to work with colleagues of other divisions of the bank to Cross-Sell products and services to clients