Senior Relationship Treasures Manager

Roles and Responsibilities :

• Develop and maintain strong relationships with high net worth individuals (HNIs) to acquire new clients for wealth management services.
• Identify opportunities for cross-selling and upselling existing products to increase revenue growth.
• Collaborate with internal teams to provide tailored solutions for HNI clients' financial needs.
• Analyze market trends and competitor activity to stay ahead in the competitive wealth management landscape.

Job Requirements :

• 5-15 years of experience in business development, sales, or a related field within the banking industry.
• Proven track record of success in acquiring new HNI clients through strategic networking and relationship-building.
• Strong understanding of wealth management principles, including investment products, portfolio management, and retirement planning.
• Excellent communication skills with ability to articulate complex financial concepts simply.