Affluent Relationship Manager

responsible for managing and growing relationships with high-net-worth (HNI) clients by providing tailored financial solutions and ensuring high client satisfaction

Key Responsibilities:

• Client Relationship Management:

  Building and maintaining strong, long-term relationships with HNI clients through regular communication and personalized service.

• Financial Solutions & Advice:

  Providing tailored financial solutions, including investment advice and wealth management services, based on client needs and risk profiles.

• Sales & Revenue Targets:

  Achieving sales targets by cross-selling banking products and services, including third-party investment products.

• Client Acquisition:

  Identifying and acquiring new high-net-worth clients for the Burgundy segment.

• Client Engagement:

  Organizing and participating in client engagement activities to foster stronger relationships and increase wallet share.

• Risk Profiling:

  Maintaining accurate client profiles, including risk profiles, demographics, and assets held with the bank.

• Compliance & Documentation:

  Ensuring compliance with banking regulations and maintaining proper documentation for all transactions.

• Product Knowledge:

  Staying updated on available banking products, investment options, and financial markets to provide informed advice.

Skills & Qualifications:

• Strong interpersonal and communication skills.
• Proven sales and negotiation skills.
• In-depth knowledge of banking products, services, and financial markets.
• Ability to analyze financial statements and provide sound financial advice.
• Excellent problem-solving and analytical skills.
• Experience in wealth management and/or private banking is often preferred.
• A graduate degree, and potentially an MBA, is often required.