Role Overview

The Senior Wealth Sales Relationship Manager is a client-facing role responsible for managing a portfolio of top-tier Premier customers. This position requires a high level of professionalism, client focus, and expertise in financial planning. The role also involves providing direct investment advisory support to Junior Wealth RMs and Insurance Specialists, ensuring they are equipped with current market insights and macroeconomic views for effective client engagement.

Key Responsibilities

• Acquire, cross-sell, and retain a portfolio of Wealth clients.
• Grow the investment business across insurance, funds, and fixed income products.
• Provide investment advisory support to clients and internal partners.
• Help clients actively manage their investment portfolios and serve as their trusted wealth advisor.
• Conduct regular portfolio reviews to identify cross-selling opportunities and enhance clie...