Wealth Relationship Manager - Bank

Job Role:.

- Develops new and expands existing High Net worth Customer relationships for liabilities.

- Sources new bank customers through external individual efforts and acquisition channel.

- Ensures high levels of customer service orientation and application of bank policy.

- Cross-sells bank products to existing set of branch customers, which are mapped.

- Informs customers of new products or product enhancements further to expand the banking relationship.

- Plans and conducts special sales initiatives and events for prospective and existing clients.

- Coordinates with other group companies to provide seamless access to other products.

- Maintains complete relationship record for assigned customer accounts.

- Wealth Manager Responsibilities:

Advising clients on financial products and services. Buying and selling stock on behalf of the client.

Managing investments. Conducting planning services.

Providing tax planning services. Providing estate planning services.

Wealth Manager Requirements: Degree in finance, economics, management, or related field.

Previous experience in financial services. Must be analytical. Able to understand complex information. Strong mathematical skills. Confidence. Good presentation skills.