Regional Head - Wealth Relationship Manager - Bank

Responsibilities:

As a Regional Wealth Relationship Manager specializing in High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), your role revolves around managing and growing relationships with clients who have substantial financial assets. Here are key aspects of your responsibilities:

1) Client Relationship Management: Build and maintain strong relationships with HNIs and UHNIs, understanding their financial goals, risk tolerance, and investment preferences.

2) Financial Advisory: Provide personalized financial advice and solutions tailored to the unique needs and circumstances of each client. This may include investment planning, estate planning, tax strategies, and wealth preservation.

3) Portfolio Management: Oversee the management of client portfolios, ensuring alignment with their investment objectives and risk profiles. Monitor market trends and economic developments to make informed investment decisions.

4) Business Development: Identify opportunities to grow the client base through referrals, networking, and targeted marketing strategies. Collaborate with other professionals such as tax advisors, lawyers, and investment analysts to deliver comprehensive services.

5) Compliance and Risk Management: Adhere to regulatory requirements and internal policies to ensure compliance and mitigate risks associated with wealth management activities.

6) Performance Reporting: Regularly review and report on the performance of client portfolios, providing transparency and accountability in investment outcomes.

7) Continuous Learning and Development: Stay informed about industry trends, new investment products, and regulatory changes. Continuously enhance your skills and knowledge through professional development opportunities.

8) Client Education: Educate clients on financial planning principles, investment strategies, and market dynamics to empower them to make informed decisions about their wealth.

Years of Experience:

4 to 8 years of relevant work experience in the financial industry preferred