Relationship Manager- Wealth

<p><span style="font-size:12px;">Role Overview</span></p> <p><br />
<span style="font-size:12px;">RMs manage affluent portfolios, acquire clients, and deliver advice with the support of<br />
Advisors.</span></p> <p><span style="font-size:12px;">Key Responsibilities</span></p> <p><br />
<span style="font-size:12px;">1. Client Management<br />
- Manage portfolios and reviews</span></p> <p><br />
<span style="font-size:12px;">2. Client Acquisition<br />
- Referrals<br />
- Network building</span></p> <p><br />
<span style="font-size:12px;">3. Advisory Execution<br />
- Work with Advisors<br />
- Document advice</span></p> <p><br />
<span style="font-size:12px;">4. CRM & Platform Use<br />
- Maintain funnels<br />
- Use AI RM-CoPilot</span></p>