As a highly experienced Relationship Manager, you will manage your own client portfolio in the Wealth Management segment with intensive advisory needs and independently fulfill your mandate to comprehensively advise your clients and meet their needs
Job Summary
As a highly experienced Relationship Manager, you will manage your own client portfolio in the Wealth Management segment with intensive advisory needs and independently fulfill your mandate to comprehensively advise your clients and meet their needs.
You will be the primary point of contact and the established face of the bank for your clients and in the market for the Wealth Management segment, responsible for maintaining and expanding personal relationships with your clients.
We offer a wide range of benefits that cover all your professional and personal needs, including support for emotional, physical, social, and financial well-being.
Matching Summary
As a highly experienced Relationship Manager, you will manage your own client portfolio in the Wealth Management segment with intensive advisory needs and independently fulfill your mandate to comprehensively advise your clients and meet their needs.
Skills & Requirements
Must-have
Wealth Management client portfolio
holistic advisory and service approach
acquire new Wealth Management clients
asset management advisory
digital media proficiency
omnichannel workplace tools
Nice-to-have
emotionally balanced positive attitude
physically fit healthy lifestyle
socially connected professional networking
financially secure future planning
Key Requirements
multiple years of sales experience in Wealth Management
experience in client portfolio management
regulatory requirements and approvals in securities business