Responsible for growing both Assets & Liabilities (Deposits) of Ultra High Net Worth (UHNW) clients with High value investable assets while managing complex wealth structures and coordinating multidisciplinary advisory teams.
Main Responsibilities:
Client Relationship Management
- Serve as a primary Relationship Manager for a portfolio of specific targeted UHNW families with complex financial needs.
- Develop deep understanding of clients’ financial goals, family dynamics, philanthropic interests, and legacy objectives.
- Conduct periodic business reviews, Monthly/Quarterly/Annual comprehensive wealth planning sessions.
- Anticipate client needs and proactively identify opportunities to enhance their wealth strategy.
- Maintain exceptional responsiveness with 24-hour turnaround on clients’ inquiries.Strategic Wealth Planning
- Coordinate sophisticated wealth planning strategies including estate planning, tax optimization and multi-generational wealth transfer.
- Collaborate with clients’ external advisors including attorneys, trust officers and other specialized consultants.
- Oversee complex trust structures, family office operations and philanthropic vehicles.
- Design and implement customized investment strategies aligned with unique risk profile and objectives.Team Leadership and Coordination
- Lead and mentor a team of 3 to 5 Relationship Managers and Assistant Client Service Officers/Relationship Managers.
- Orchestrate internal specialists across investment management, tax planning, estate planning and lending services.
- Facilitate family meetings involving multiple generations and ensure seamless communication.
- Drive accountability across all service touch points to ensure flawless execution.Business Development
- Identify and cultivate relationships with prospective UHNW clients through strategic networking.
- Generate sizable new assets annually through referrals and introductions.
- Represent the firm at exclusive industry events, charitable galas, and private client forums.
Maintain active involvement in organizations frequented by UHNW individuals.Risk Management & Compliance - Ensure all client activities comply with regulatory requirements and internal policies.
- Maintain meticulous documentation of client interactions, recommendations, and accounts activities.
- Identify and escalate potential reputational or compliance risks promptly.
- Stay current on evolving regulations affecting UHNW clients.
Knowledge and Skills:
- Uncompromising integrity and ethical standards.
- Service-oriented mindset with genuine passion for helping clients achieve their goals.
- Intellectual curiosity and commitment to continuous learning.
- Polished professional demeanor Appropriate for high-stakes client interactions.
- Flexibility to accommodate client schedules, including occasional evening and weekend availability.
- Cultural awareness and sensitivity to work effectively with diverse groups of people.
- Exceptional emotional intelligence and ability to build trust with discerning clientele.
- Sophisticated understanding of investment strategies, tax planning, and estate planning techniques.
- Outstanding written and verbal communication skills with executive presence.
- Discretion and impeccable judgement when handling sensitive family and financial matters.
- Strong project management abilities to coordinate multiple workstreams simultaneously.
- Proficiency with wealth management platforms, CRM systems and financial planning tools.
- Strong Credit and Negotiation skills.
- Strong strategic business acumen, leadership attributes and execution ability
Qualifications and Experience:
- Bachelor’s degree in Business Administration, Marketing, Banking, Economics, or related fields.
- MBA will be an added advantage.
- At least 5 years’ experience in Senior Relationship Management of Affluent/Private/Premier clients.
- Proven track record managing clients with complex needs.