Wealth Relationship Manager
2 weeks ago
- Deep knowledge about ultrahighnetworth clients with a proven track record of developing and growing client relationships.
- Effective internal and external networking to generate and develop new leads.
- Attend networking and industry events in the pursuit of new business development opportunities.
- A consultative approach to serving clients along with sharing best practices.
- Passion for learning, professionalism, positivity, and a strong work ethic with a high level of integrity.
- responsible for proactively supporting, guiding, retaining, and developing a portfolio of investors within the Wealth business.
- Identify and develop new potential clients through referrals from existing clients.
- Deep knowledge about the ultrahigh net worth client with a proven track record of developing and growing client relationships.
- Direct background and experience in relationship management from a private bank, direct provider, registered investment advisor, or family office.
Job Requirments:
- Bachelor's degree is preferred in a business, economy, or related field.
- 35 years as a wealth relation in investment sector.
- Familiarity with Salesforce, Wealthscape Investor.
- Ability to independently approach the targeting clients.
- Excellent verbal and written communication skills in
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