Senior Relationship Treasures Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships, providing personalized investment solutions and guidance.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop and maintain strong relationships with existing HNIs to increase revenue growth through cross-selling mutual funds products.
• Collaborate with internal teams to ensure seamless delivery of services and resolve any issues that may arise.

Job Requirements :

• 9-15 years of experience in banking or financial services industry, preferably in HNI/Wealth Management role.
• Strong understanding of mutual funds sales, priority relationship management, and Burgundy Relationship Manager/Imperia Relationship Manager skills.
• Proven track record in managing large portfolios and generating revenue through successful cross-selling strategies.