Relationship Manager, Private Wealth Management

Job Responsibilities:

1. Client Acquisition and Relationship Management

• Identify and prospect potential clients within the target segment.
• Develop and execute client acquisition strategies.
• Build and maintain strong relationships with existing clients.
• Understand clients' investment objectives, risk tolerance, and financial needs.
• Provide clients with regular market updates, investment recommendations, and portfolio reviews.
• Proactively address client inquiries and resolve issues promptly and professionally.

2. Investment Solutions and Advisory:

• Offer a wide range of investment products and services, including equities, fixed income, derivatives, and structured products.
• Develop customized investment solutions tailored to clients' specific needs.
• Provide investment advice and guidance to clients.
• Collaborate with internal specialists to deliver comprehensive solutions.

3. Business Development and Revenue Generation:

• Achieve and exceed revenue targets.
• Identify and capitalize on cross-selling opportunities.
• Participate in marketing initiatives and events.
• Stay up-to-date on market trends, regulatory changes, and competitor activities.

4. Compliance and Risk Management:

• Adhere to all regulatory requirements and internal compliance policies.
• Ensure proper documentation and record-keeping.
• Manage client portfolios within established risk parameters.

Job Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field.
• 6-8 years of experience in client relationship management or sales within the financial industry, preferably in securities or wealth management.
• Proven track record of acquiring and managing client relationships.
• Strong understanding of financial products and services, including equities, fixed income, and derivatives.
• Excellent communication, interpersonal, and presentation skills.
• Ability to build rapport and establish trust with clients.
• Strong analytical and problem-solving skills