Relationship Wealth Manager

Role & responsibilities

• Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch / retail customers
• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
• Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet

Skills Required

Financial Analysis, Portfolio Management, Risk Assessment, Client Acquisition, investment strategies, Market Research