Relationship Manager-Private Client Group

Roles and Responsibilities

Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth.

Desired Candidate Profile

Experienced Wealth Advisor. Expertise in investments, markets & wealth management. Strong communication, analytical skills. Proficient in finance software. Committed to ethics / client contentment.

Perks and Benefits