Relationship Manager, Private Wealth

About the role

We are looking for a Relationship Manager, Private Wealth to build and manage relationships with high-net-worth clients, drive new client acquisition and AUM growth, and provide tailored investment solutions while ensuring compliance with applicable regulatory requirements.

Relationship Manager, Private Wealth

Responsibilities

• Achieve personal KPIs related to new high-net-worth client acquisition, AUM growth, and revenue targets.
• Actively prospect and engage potential clients from own connections and resources, including high-net-worth individuals and corporate clients.
• Prepare and deliver sales presentations, proposals, and product pitches tailored to client needs.
• Promote brokerage products, equities, mutual funds, structured products, derivatives and private banking services.
• Conduct market and client research to identify potential sales and growth opportunities.
• Provide administrative support, including account openings, documentation, and compliance checks.
• Participate in client meetings, events, and roadshows to generate leads and strengthen relationships.
• Collaborate with internal teams (risk, operations, finance, compliance) to ensure smooth client journey.
• Comply with company policies, regulatory requirements, and relevant laws and regulations of the capital marke