Wealth Management Client Relationship Manager

Key Responsibilities: We are seeking a Client Relationship Manager to join our Clients Relationship Manager team. The successful candidate will play a key role in delivering a high-quality, holistic service to high-net-worth clients, ensuring efficient execution of financial trans-actions while maintaining strong relationships and full regulatory compliance • Manage and grow a portfolio of affluent and high‑net‑worth clients, providing holistic wealth management and invest-ment services. • Ensure client satisfaction, retention, and long‑term relationship development. • Process and monitor client securities orders across financial markets. • Process cash transfer orders and support the management of client liquidity. • Support and coordinate client onboarding activities, including documentation and account opening procedures. • Deal with credit-related requests and documentation. • Perform a range of administrative and operational tasks related to the holistic management of client portfolios. • Collaborate closely with Compliance teams on KYC and regulatory requirements. • Coordinate with Back Office teams to ensure proper settlement of transactions and operational follow-up. • Maintain high standards of client service while ensuring adherence to internal policies and regulatory frameworks.