Expert Client Relationship Manager

Job Title: Service Wealth Manager for HNW/UHNW Clients

About the Role: We are seeking a seasoned professional to manage and service existing high-net-worth and ultra-high-net-worth client relationships. This position involves utilizing strong communication and relationship management skills to drive business growth in a lean EAM setup.

Required Skills and Qualifications:

• 5–12 years of relevant experience in Private Banking or Wealth Management.
• Candidates must excel in communication, relationship management, onboarding, KYC, investment products knowledge.

Key Responsibilities:

• Develop strong understanding of clients' financial goals & risk tolerance for effective portfolio creation.
• Provide personalized service with proactive outreach strategies tailored for each clientele segment.
• Foste...