Wealth Acquisition Relationship Manager

Job Summary

The Wealth Acquisition Relationship Manager plays a pivotal role in expanding the customer base of the bank by onboarding new-to-bank clients into the Wealth Management portfolio. This position requires a combination of sales acumen, financial expertise, and relationship-building skills to identify and attract high-net-worth individuals (HNWIs) / affluent clients to the bank's wealth management services. The primary focus is on establishing and nurturing relationships with prospective clients, understanding their financial needs, and offering tailored / bespoke wealth management solutions.

How will you contribute?

1. Customer Acquisition: Identify and prospect potential clients who are new to the bank and have wealth management needs. Conduct market research to identify target demographics and develop strategies to attract new clients. Utilize various channels such as own network of clients, personal refe...