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Fintech • Payments • Financial Services
Manages and grows a portfolio of high-net-worth clients by retaining relationships, acquiring new business, delivering investment and wealth advisory solutions, meeting revenue goals, and ensuring compliance. The role requires strong financial acumen, investment knowledge, business development, communication, negotiation, and relationship management skills. The manager collaborates across teams, participates in client events, monitors profitability, and provides tailored service to sophisticated clients.