Senior Consultant at Waytogo Consultant
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Senior Relationship Manager - Wealth Management (2-12 yrs)
Client Management/ Servicing :
- Serve as a dedicated single point of contact for 75-100 HNWI clients
- Portfolio management
- Review individual account relationships to determine the banking and investment needs of clients
- Identify the risk profile of the customer
- Identify potential investment products for clients
- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank-related services
Product Advice :
- Leverage product experts to generate product-specific investment ideas for clients
Processes :
- Ensure proper documentation for smooth transaction execution and customer service
- Ensure advisory processes are consistent with defined compliance norms
- Prepare KYC reports of client
Knowledge :
- Build knowledge on available products
- Coordinate with IAG/Product/research group
Client Acquisition :
- Create and maintain specific business and marketing plan for existing/new customers
- Leverage networks, partnership, and sources of leads and referrals to access prospective clients
- Interact with internal referral sources to recognize qualified prospects and referral opportunities
- Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminars etc.)
- Refer clients seeking business advisory services to corporate banking/capital markets team
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