Relationship Manager – Wealth Management (HNI)

Manage a portfolio of high-net-worth individuals by developing long-term relationships, conducting regular meetings to assess goals and risk tolerance, and serving as the primary point of contact for personalized financial solutions. Provide bespoke advisory services covering investment, estate, tax, and retirement planning while monitoring portfolios to recommend adjustments aligned with evolving objectives. Collaborate with internal teams including research, trading, and risk management to deliver comprehensive strategies, identify new business opportunities through networking, and ensure all transactions comply with regulatory requirements. Prepare detailed performance reports and attend client events to drive revenue and growth targets.