
Senior Client Liaison
6 days ago
We are seeking a seasoned Key Relationship Strategist to join our team. As a Key Relationship Strategist, you will be responsible for building and maintaining long-term relationships with high net worth individuals.
Your primary objective is to provide holistic financial guidance and identify opportunities to grow your clients' wealth.
Key Responsibilities:
- Serve as the primary point of contact for a portfolio of clients.
- Build trust-based relationships and provide investment, lending, and wealth planning solutions.
- Understand each client's risk appetite, financial goals, and investment preferences.
- Collaborate with internal product specialists to deliver customized solutions.
- Maintain high standards of ethics and integrity in all client dealings.
Requirements & Qualifications:
- Bachelor's degree in Finance, Business, Economics, or related field.
- Preferably with 5–10 years of experience in private banking or wealth management.
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