Wealth Relationship Manager
Description
Client Acquisition & Retention:
- Proactively identify, acquire, and nurture relationships with affluent and high-net-worth clients to increase Total Relationship Value (TRV) and Assets Under Management (AUM).
Financial Planning & Advisory:
- Conduct comprehensive risk profiling, assess clients' financial objectives, and develop tailored investment and wealth preservation strategies aligned with their goals.
Portfolio Management:
- Monitor client portfolios and market trends on an ongoing basis, recommending and implementing portfolio rebalancing across asset classes such as equities, mutual funds, and fixed-income securities to optimize performance.
Regulatory Compliance:
- Ensure all financial advisory activities and transactions adhere to applicable regulatory requirements, compliance standards, and internal organizational policies.