Lead Relationship Manager

About this job

Role Summary Owns the retention and growth of high-potential (Tier IV) high net worth (HNW) and ultra-high new worth (UHNW) client relationships through a defined, structured, consistent sales and service model. Leads relationship planning, coordinates product specialists, delivers advice-driven solutions, and identifies opportunities to deepen client engagement. Key Responsibilities Evaluate, develop, and implement comprehensive client relationship plans, overseeing clients’ total relationship. Assess clients’ banking and investment needs and identify growth opportunities. Build relationships, engage specialists, close sales, and ensure smooth service delivery. Structure and negotiate complex loans within lending limits while maintaining credit quality.…

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