Relationship Manager - Wealth Management

Relationship Manager in Wealth

Client Management/ Servicing:

- Serve as a dedicated single point of contact for 75-100 HNWI clients

- Portfolio management

- Review individual account relationships to determine the banking and investment needs of clients

- Identify the risk profile of the customer

- Identify potential investment products for clients

- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank-related services

II. Product Advice:

- Leverage product experts to generate product-specific investment ideas for clients

III. Processes:

- Ensure proper documentation for smooth transaction execution and customer service

- Ensure advisory processes are consistent with defined compliance norms

- Prepare KYC reports of client

IV. Knowledge:

- Build knowledge on available products - Coordinate with IAG/Product/research group

V. Client Acquisition:

- Create and maintain specific business and marketing plan for existing/new customers

- Leverage networks, partnership, and sources of leads and referrals to access prospective clients

- Interact with internal referral sources to recognize qualified prospects and referral opportunities

- Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminars etc.)

- Refer clients seeking business advisory services to corporate banking/capital markets team

- Actively cross-sell / provide referrals to other Product groups