High Net Worth Relationship Manager
hace 7 días
Job Description
The Senior Private Banker will play a critical role in delivering exceptional customer service and relationship management to high net worth individuals. This includes developing and executing comprehensive financial plans tailored to each client's needs, managing investment portfolios, and providing guidance on complex financial matters.
Key Accountabilities
- Develop and execute comprehensive financial plans tailored to each client's needs.
- Manage investment portfolios to maximize returns while minimizing risk.
- Provide expert advice on complex financial matters, including investments, credit, and wealth planning.
- Build and maintain strong relationships with high net worth clients.
- Work collaboratively with internal teams to ensure seamless delivery of services and solutions to clients.
Requirements
- Bachelor's degree in Economics, Finance, or related field.
- 15 years of experience in private banking, wealth management, or a related field.
- Advanced knowledge of investments, credit, and wealth planning.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and manage multiple priorities.
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