Job Description

About Our Client
Our client is a leading wealth management firm providing tailored financial solutions to high net worth families. They are seeking a skilled Relationship Manager to join our team and cultivate strategic relationships with High Net Worth Individuals, offering them customised wealth management services and solutions.

• Develop and nurture relationships with High Net Worth Individuals, understanding their financial objectives, risk tolerance, and investment preferences.
• Act as the primary point of contact for assigned clients, providing expert guidance and comprehensive wealth management solutions tailored to their unique needs.
• Collaborate with internal teams, including investment advisors, portfolio managers, and legal/financial experts, to deliver holistic financial strategies aligned with clients\' goals.
• Conduct regular portfolio reviews and performance analysis, proactively suggesting adjustments or investment opportunities to optimize clients\' portfolios.
• Stay abreast of market trends, investment products, and regulatory changes to offer informed advice and ensure compliance with industry standards.
• Drive business development initiatives, identifying opportunities to expand the client base and increase assets under management (AUM) through referrals and networking.

The Successful Applicant

• Bachelor\'s degree in Finance, Business Administration, or a related field. Additional certifications such as CACS, CFA, or equivalent are highly desirable.
• At least 10-15 years of experience and a proven track record in relationship management or private banking, preferably catering to HNWIs.
• Strong understanding of investment products, wealth management strategies, and financial markets.
• Exceptional interpersonal and communication skills, with the ability to build rapport and trust with affluent clients.
• Analytical mindset with proficiency in financial analysis and portfolio management.
• Entrepreneurial drive, self-motivation, and the ability to thrive in a dynamic and fast-paced environment.
• High ethical standards, integrity, and a commitment to maintaining client confidentiality.

What\'s on Offer
Competitive salary, performance-based incentives, comprehensive benefits package, and opportunities for professional growth within a dynamic and client-centric environment.

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