
High Net Worth Client Manager
12 hours ago
We are seeking a seasoned Portfolio Relationship Manager to join our team. As the primary point of contact for a portfolio of high net worth (HNW) and ultra high net worth (UHNW) clients, you will be responsible for building long-term, trust-based relationships and providing holistic financial advice.
Key Responsibilities:
- Serve as the primary point of contact for a portfolio of HNW/UHNW clients.
- Build long-term, trust-based relationships and provide customized financial solutions.
- Understand each client's risk appetite, financial goals, and investment preferences.
- Collaborate with internal product specialists and investment advisors to deliver tailored investment, lending, and wealth planning solutions.
- Keep clients updated on market trends, portfolio performance, and relevant opportunities.
Requirements:
- Bachelor's degree in Finance, Business, Economics, or related field.
- CFA or MBA preferred.
- Preferably with 5–10 years of experience in private banking or wealth management.
What We Offer:
- A dynamic and supportive work environment.
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