Job SummaryThe Private Wealth Relationship Manager is responsible for developing new business relationships with HNIs and UHNIs through professional, social and personal networks and in line with the Company’s wealth management strategy in order to increase Company’s market share of the wealth management business.
Principal Duties and Responsibilities
Develop a good understanding of the businesses and services
Active involvement in preparation of financial year budget and development &implementation of strategies to achieve this budget
Regular communication with Business Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may arise from time to time
Generate new and creative ideas for new product development to broaden the range of investment management service available to existing and potential clients
Continuously monitor developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc
Active involvement and participation in BD and company-wide meetings/forums
Maintain a professional outlook and conduct at all times to project a positive image for ARM
Develop strategies (based on a good understanding of ARM’s business,) to grow the wealth management business and maintain the company’s leading position in the industry
Initiate relationships focused on creating new business for the Firm
Promote the products and services offered to HNI & UHNI market
Provide up to date insight on market trends
Identify business opportunities beneficial to the Firm
Transfer market and specific client knowledge to Relationship Managers and other relevant internal stakeholders that would enhance client relationships
Work closely with Product Specialists across the Group and Relationship Managers to sell products and services of the Group
Other Requirements
Suitable candidates must have an established track record of success in a senior role in business development, private banking or wealth management.
The candidate should have a demonstrated ability to establish deep and trusting relationships with people in senior positions, HNIs and UNHIs.
Entrepreneurial experience and an understanding of the wealth management industry would be an added benefit of a candidate’s background.
Required knowledge, skills and abilities
Excellent communication and interpersonal skills
Very strong presentation skills
Excellent organisation and time management skills
Demonstrable business development experience with HNIs & UHNIs
Good analytical and problem solving skills
Entrepreneurial skills
Ability to work independently and in a team
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