Relationship Manager – Wealth Management (HNI)

Develop and maintain long-term relationships with existing and prospective HNI clients by meeting regularly to understand financial goals, objectives, and risk tolerance. Serve as the primary point of contact for personalized solutions, including bespoke financial planning covering investment, estate, tax, and retirement strategies. Monitor and analyze client portfolios to recommend appropriate adjustments based on market trends, while collaborating with internal teams on research and product specialists. Identify new business opportunities through networking and referrals, organizing client events to promote wealth management products. Ensure all transactions comply with regulatory requirements and internal policies, identifying and mitigating potential risks in portfolios. Prepare detailed reports on portfolio performance and market conditions for clients. This role requires a minimum of 9+ years of experience in wealth management or private banking with HNI clients.