Wealth Relation Manager

We are looking for an experienced Wealth Relationship Manager to manage and grow relationships with high-net-worth individuals (HNIs). The role involves understanding client's financial goals, providing tailored wealth management solutions, and ensuring long-term client satisfaction while driving business growth.

Key Responsibilities:

• Manage a portfolio of high-net-worth and ultra-high-net-worth clients
• Build and maintain strong, long-term client relationships
• Understand client's financial objectives and risk profiles
• Offer personalized wealth management solutions including investments, insurance, and financial planning
• Acquire new clients through referrals and networking
• Monitor portfolio performance and provide regular reviews to client's
• Ensure compliance with regulatory and internal policies
• Coordinate with internal product, investment, and operations teams
• Stay updated on market trends and investment products