Relationship Manager (Wealth and Investment)

Job ID:

Job Purpose

• Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activation
• Build and deepen relationships with partners to drive business
• Help Identify clients’ financial goals and expectations and assist partners in selecting appropriate investment opportunities
• Create and implement sales strategies / activities

Sales Management

• Meet annual goals / budgets in assigned area/desk (portfolio)
• Develop existing and new client relationships
• Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
• Maintain communications with bank partners & clients to assess their needs and risk profile, advise on appropriate investment mix
• Manage and monitor current portfolio to identify cross selling and upselling opportunities
• Ensure product d...