Senior Relationship Manager

Position Overview :

We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. The ideal candidate will possess a proven track record in managing client relationships, strong financial acumen, and the ability to lead and inspire a team. This role demands strategic thinking, excellent communication skills, and a deep understanding of financial investments and wealth management products.

Key Responsibilities :

Client Relationship Management :

• Manage and grow a portfolio of high-net-worth clients.
• Deliver exceptional client service by proactively addressing client needs and resolving concerns.
• Build and maintain long-term, trust-based relationships with clients.

Team Leadership and Management :

Business Development :

Financial Expertise :

Performance Management :

Communication and Interpersonal Skills :

Incentive Programs :

Qualifications :

Skills Required

Wealth Management, Client Relationship Management, Financial Planning, Investment Advisory