Senior Wealth Relationship Manager

Role Overview: As a Sr. Wealth Relationship Manager, youll own the client journey from qualified lead to onboarding through a structured 2-meeting process. Leads will be provided. Your job is to build trust, establish fit, guide the client through our process, and close onboarding - through intellectual, consultative communication (not pushy selling). This is a high-accountability role for someone who can speak confidently with sophisticated investors and drive conversion with maturity and clarity. Key Responsibilities: 1. Own the conversion journey: - Introduce the product credibly, build trust fast, and assess intent + fit based on client context and expectations. - Present a guided portfolio review + financial planning using questionnaire inputs and internal team outputs/frameworks. - Drive next steps and closure: follow-ups, objection handling, scope alignment, and conversion to onboarding. Important: You are not expected to create investment strategy or do deep portfolio research yourself. Youll facilitate and communicate the outputs with high quality and conviction. 2. Conversion rigor + pipeline discipline: - Maintain a clean pipeline (follow-ups, reminders, next steps, closure). - Document conversations and action items diligently. - Improve conversion by tightening storytelling, objection handling, and meeting quality. 3. Client experience and relationship ownership: - Act as the single point of contact during conversion and onboarding. - Ensure a premium experience: responsiveness, clarity, and professionalism. - Build long-term relationship readiness (without overpromising). - Focus on expanding wallet share from the customer over a period of time. Success metrics: - Leads to Conversion (Onboarding to the platform). - Time-to-conversion (lead assigned to onboarded). - Process quality (questionnaire completion, follow-up hygiene, no lead leakage). - Client feedback (clarity, trust, experience quality). - Expanding wallet share: growing the AUM from an existing customer. Ideal candidate: Experience: - 7-10 years in relationship management, sales, business development, strategic alliance and partnership, channel sales, or client conversion in wealth, fintech, PMS/AIF distribution, private banking, broking, premium financial services, or across any industry. - Comfortable working with affluent/sophisticated investors. Must-have skills: - Consultative, intellectual selling: can influence without being pushy. - Communication excellence: structured, confident, clear in calls and meetings. - Markets interest: genuinely curious about financial markets (enough to hold credible conversations). - Objection handling + closure: can move clients from interested to committed. - Process discipline: pipeline management, follow-ups, strong ownership mindset.