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Relationship Manager/Client Advisor
Salary undisclosed
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- Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and investment preferences.
- Provide personalized wealth management advice, including investment strategies, estate planning, tax optimization, and retirement planning.
- Collaborate with internal teams to deliver comprehensive financial solutions, ensuring clients receive a holistic approach to wealth management.
- Monitor and manage client portfolios, making adjustments as needed to align with changing market conditions and client objectives.
- Identify new business opportunities through networking, referrals, and client outreach, actively contributing to business growth.
- Stay informed about market trends, economic developments, and regulatory changes that may impact clients' financial plans.
- Prepare and present financial plans and investment proposals to clients, ensuring clarity and transparency in communication.
- Ensure compliance with all regulatory requirements and internal policies, maintaining a high standard of ethics and professionalism.
- 10+ years of experience in private banking, wealth management, or a related financial services role.
- Entrepreneurial mindset
- Proven ability to build and maintain relationships with high-net-worth clients.
- Excellent communication, presentation, and interpersonal skills.
- Highly organized with strong attention to detail and the ability to manage multiple priorities.
- Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and investment preferences.
- Provide personalized wealth management advice, including investment strategies, estate planning, tax optimization, and retirement planning.
- Collaborate with internal teams to deliver comprehensive financial solutions, ensuring clients receive a holistic approach to wealth management.
- Monitor and manage client portfolios, making adjustments as needed to align with changing market conditions and client objectives.
- Identify new business opportunities through networking, referrals, and client outreach, actively contributing to business growth.
- Stay informed about market trends, economic developments, and regulatory changes that may impact clients' financial plans.
- Prepare and present financial plans and investment proposals to clients, ensuring clarity and transparency in communication.
- Ensure compliance with all regulatory requirements and internal policies, maintaining a high standard of ethics and professionalism.
- 10+ years of experience in private banking, wealth management, or a related financial services role.
- Entrepreneurial mindset
- Proven ability to build and maintain relationships with high-net-worth clients.
- Excellent communication, presentation, and interpersonal skills.
- Highly organized with strong attention to detail and the ability to manage multiple priorities.