Description
The Senior Client Relationship Manager maintains and develops relationships with high-net-worth clients, provides personalized wealth-management advice, analyzes short- and long-term financial needs and risk preferences, manages client complaints and escalations, and grows branch or regional revenue through cross-selling banking products such as investments, loans, and insurance. The role requires experience in high-net-worth client relationship management in banking, finance, or customer service, along with strong communication, negotiation, and wealth-management knowledge.
