Role OverviewThe Wealth Relationship Manager works closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. The role requires professionalism, client focus, and understanding of the fundamentals of wealth planning.
What You Will Do
The Wealth Relationship Manager will build deep, long-lasting relationships with clients, provide financial solutions, and opportunities to clients, maintain high standards of excellence, and develop strategies to increase wallet share of existing clients.
Why It Might Be a Fit
The ideal candidate will have experience in non-traditional banking financial sales, wealth planning, and wealth products, with strong client focus, communication, influencing, and sales skills.
Requirements
- Meaningful experience in non-traditional banking financial sales
- Expert knowledge in wealth planning and wealth products
- Strong client focus and ability to deliver needs-based solutions
- Ability to demonstrate strong relationship deepening skills
- Strong business development skills
- Self-motivated and self-driven individual with strong relationship and communications skills
- Good understanding of how to work with Compliance, Credit & Risk, and Internal Control
- Series 7, 66 (or 63 and 65), Life and Health insurance licenses
- Mandarin Chinese language proficiency
Benefits
- Competitive pay
- Benefits package
- Wellness Hub
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
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