Relationship Manager, Private Wealth at Alan & Grant

Job Summary

• Responsible for creating and growing new and existing private wealth and HNI/UHNI relationships across the ARM Group to grow Funds Under Management (FUM).
• The ideal candidate will have a deep understanding of wealth management spanning asset management, estate planning, and a proven ability to manage high-net-worth client relationships.

Key Responsibilities 
Client Relationship Management:

• Build and maintain strong relationships with high-net-worth clients.
• Provide personalized financial advice and solutions tailored to client needs.
• Conduct regular portfolio reviews and performance assessments.

Business Management:

• Identify new business opportunities and cross-sell financial products and services.
• Acquire new private wealth, stockbroking and estate planning relationships; significantly growing the funds under management.
• Collaborate with other business segments to deliver comprehensive solutions to clients.

Client Service Engagement: 

• Ensure the highest level of client satisfaction and loyalty.
• Address and resolve client issues and concerns promptly.
• Monitor client feedback and implement improvements

Market Analysis and Insights:

• Stay informed about market trends, economic conditions, and industry developments.
• Provide insights and recommendations to clients and the team based on market analysis.
• Excellent communication and interpersonal skills
• Deep understanding of the needs and expectations of high-net-worth clients.
• Exceptional client service skills and a proactive approach to client management.
• Ability to build long-term relationships based on trust and integrity.
• In-depth knowledge of wealth management products and services.
• Strong analytical skills and the ability to assess financial markets and trends.
• Proficiency in portfolio management and financial planning.
• Ability to develop and implement business strategies.
• Strong problem-solving skills and the ability to make sound decisions.
• Innovative thinking and the ability to adapt to changing market conditions.

Requirements

• Bachelor’s degree in finance, Business Administration, Economics, or a related field. A master’s degree or relevant professional certification (e.g., CFA, CFP) is preferred.
• Minimum of 2 years of experience in wealth management or private banking, with a focus on high-net-worth clients.
• Proven track record in client relationship management and business development.
• Strong knowledge of financial markets and investment products.
• Excellent communication, negotiation, and presentation skills.
• High ethical standards and a commitment to maintaining client confidentiality.