Senior Relationship Manager - Private Wealth

Senior Private Wealth RM

Job Summary:

As a Senior Private Wealth Manager, you will be responsible for providing high-net-worth individuals (HNWI) with personalized financial planning and investment advice.

You will help clients grow, manage, and preserve their wealth by understanding their unique financial goals, risk tolerance, and long-term aspirations.

This role requires strong financial acumen, excellent relationship management skills, and a deep understanding of investment products and strategies.

Key Responsibilities:

Client Relationship Management:

- Develop and maintain long-term relationships with high-net-worth clients.

- Act as a trusted advisor, understanding clients' financial objectives, needs, and risk profiles.

- Provide personalized wealth management solutions to address clients' financial goals, including investments, estate planning, tax strategies, and retirement planning.

- Regularly meet with clients to review portfolio performance and financial plans, making necessary adjustments.

Investment Strategy Development:

- Develop and implement tailored investment strategies for clients based on their specific goals and risk tolerance.

- Analyze market trends, investment opportunities, and economic factors to advise clients on potential investments.

- Maintain a deep knowledge of a wide range of financial products, including equities, fixed income, alternative investments, real estate, and structured products.

Financial Planning and Advisory:

- Provide comprehensive financial planning services, including asset allocation, tax planning, retirement planning, estate planning, and risk management.

- Work closely with other professionals, such as tax advisors, attorneys, and accountants, to ensure an integrated approach to wealth management.

- Monitor client portfolios regularly and suggest adjustments to align with changes in market conditions or client objectives.

New Business Development:

- Identify and pursue new business opportunities through networking, referrals, and industry events.

- Build a strong client base by offering value-added services and differentiated wealth management solutions.

Compliance and Risk Management:

- Ensure all client transactions comply with legal, regulatory, and firm standards.

- Stay up-to-date with industry regulations, market trends, and economic developments.

- Monitor client portfolios for risk exposure and recommend actions to mitigate potential risks.

Key Requirements:

- Minimum 8yrs+of experience in wealth management, private banking, or financial advisory.

- Strong understanding of financial markets, investment products, tax laws, estate planning, and retirement strategies.

- Excellent communication, interpersonal, and relationship-building skills.

- Proven ability to attract and retain clients and generate new business opportunities.

- Ability to work independently and manage a portfolio of clients.

- Strong analytical and problem-solving skills.

- Ability to manage complex financial portfolios with attention to detail.

- Knowledge of regulatory compliance and risk management standards.