Description
The Affluent Relationship Manager develops and sustains relationships with high-net-worth individuals, identifies investment and wealth-management opportunities, generates business across liabilities, assets, and fee products, and conducts portfolio reviews. The role also involves acquiring new HNI clients, maintaining regular client contact, resolving managed-book queries, planning sales initiatives, and complying with bank and regulatory processes. Required experience includes portfolio management and building and maintaining HNI customer relationships.
