Senior Relationship Manager - Affluent Clients

Sr. Relationship Manager-Affluent-AFFLUENT-Relationship Manager

The Senior Relationship Manager will be responsible for managing and growing a portfolio of affluent clients, offering tailored financial solutions and building long-term relationships. This role requires excellent communication and interpersonal skills, a deep understanding of the affluent market, and the ability to provide exceptional client service.

• Develop and implement strategies to acquire and retain affluent clients.
• Build and maintain strong relationships with high-net-worth individuals and their families.
• Understand client needs and provide personalized financial solutions.
• Stay updated on market trends and offer relevant investment opportunities.
• Collaborate with internal teams to deliver a seamless client experience.
• Conduct regular client reviews and provide portfolio performance updates.
• Identify cross-selling opportunities and promote bank products and services.
• Ensure compliance with regulatory requirements and bank policies.
• Manage and mentor a team of Relationship Managers, providing guidance and support.
• Represent the bank at industry events and build a strong network.

• A bachelor's degree in finance, business, or a related field is preferred.
• Minimum 8-10 years of experience in relationship management, preferably in the affluent market.
• Strong knowledge of investment products, wealth management, and financial planning.
• Excellent communication and interpersonal skills, with the ability to build rapport.
• Proven track record of achieving sales targets and managing a large client portfolio.
• Analytical skills to interpret market trends and client data.
• Ability to work independently and manage multiple priorities.
• Strong leadership and team management skills.
• Proficiency in using CRM systems and financial analysis tools.
• A professional certification in finance or wealth management is an asset.

Experience Level

Senior Level