Junior Wealth Sales Relationship Manager

Role Overview

The Junior Wealth Sales Relationship Manager is a client-facing role responsible for managing a portfolio of Premier customers. This position requires professionalism, client focus, and a strong foundation in financial planning. The role supports the growth of the bank's investment business, including insurance, funds, and fixed income, by providing advisory services and working closely with branch Relationship Managers (RMs) and branch heads.

Key Responsibilities

• Acquire, cross-sell, and retain a portfolio of Wealth clients.
• Provide investment advisory support and help clients actively manage their portfolios.
• Build and maintain trusted relationships with clients, acting as their wealth advisor.
• Conduct regular portfolio reviews to identify cross-selling opportunities and strengthen client loyalty.
• Attract new clients by understanding their financial needs and deliveri...