Wealth Relationship Manager

Responsibilities

Client Relationship Management:

• Develop and maintain strong, trust-based relationships with high-net-worth clients.
• Act as the primary point of contact for clients, ensuring their needs and preferences are understood and addressed.
• Conduct regular meetings and portfolio reviews with clients to assess their financial goals and adjust strategies as needed.

Financial Advisory:

• Provide expert advice on a wide range of securities and investment products, ensuring recommendations align with clients' financial objectives and risk tolerance.
• Stay informed about market trends, economic changes, and new investment opportunities to provide timely and relevant advice.
• Prepare and present detailed financial plans and investment proposals to clients.

Portfolio Management:

• Oversee the management of client portfolios, ensuring investments are aligned with their goals and risk profiles.
• Monitor portfolio performance and make necessary adjustments based on market conditions and client feedback.
• Conduct in-depth portfolio reviews and analysis to optimize returns and manage risk.

Job Qualification

• Bachelor's degree in Finance, Economics, Business Administration, or related field.

• Minimum of 5 years of experience in the brokerage or financial services industry, with a focus on high-net-worth clients.

• In-depth knowledge of investment products, financial markets, and regulatory requirements.

• Strong communication, interpersonal, and relationship-building skills.

• Proven ability to provide strategic financial advice and manage investment portfolios.

• Proficiency in financial analysis software and CRM systems.

• High level of integrity, professionalism, and client-centric approach.

• Certified Financial is preferred.