Private Wealth Solutions Relationship Manager

Overview

Role Summary: The Wealth Client Relationship Manager also work with the Independent Wealth Consultants for the portfolios of clients whom the latter has successfully referred to ATRAM. The account opening and all related responsibilities in onboarding are delivered by the Wealth Sales Relationship Manager.

What Business Outcomes the Role is Responsible for

• Strengthen Client Relationships: Expand client accounts by delivering exceptional service, proactively addressing feedback, and ensuring seamless support across clients.
• Accelerate Business Growth: Increase AUM by identifying new opportunities, driving successful sales initiatives, and contributing to a broader and stronger client portfolio.
• Apply Technical Expertise: Leverage expertise in Treasury, Trust, Commercial, and/or Private Banking products to provide clients and internal teams with effective, results-driven solutions.

What we’re looking for in a s...