About the role
The Senior Relationship Manager (Wealth) is responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalised wealth management solutions. This role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The role encompasses business development, portfolio performance analysis, portfolio modelling, portfolio management, business analytics, and financial analyst responsibilities.
The core responsibilities for the job include the following:
Client Acquisition and Relationship Management:
- Address HNI clients for investment requirements through an exclusive product bouquet and superior service delivery.
- Acquisition and handling of a group of HNI (High Net Worth Exclusive) clients.
- Deepen the relationship by cross-selling to mapped broking clients and services according to customer needs.
- Ensure profitability of the portfolio by generating high income per customer.
Marketing and Business Development:
- Assist in the development and implementation of marketing plans for acquiring new customers in the corporate space.
- Acquire new accounts from group collaborations and execute successful micro-events for the acquisition of new clients.
- Collaborate within the internal teams to ensure the delivery of accurate and compliant investment solutions to clients.
Financial and Product Expertise:
- Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
Requirements:
- Experience: 7+ years.